Create a filing rule for approved shift request & change withdrawal requests

You can create a filing rule to specify when approved shift Work period in WFM that has a definite length. request & change withdrawal requests must be submitted. When these requests are submitted, a validation rule verifies that these requests comply with the filing rule.

After a rule has been created for an organization, you can copy it to another organization to save time. The copy to organization becomes an owner organization of the rule too (as if the rule was created by the organization).

If the following approved shift requests & changes validation rule is not selected, the filing rule is not effective:

Request complies with filing rules.

Procedure 

  1. Go to Organization Management Module in WFO that allows administrators to set up different hierarchies to manage users from a single, unified, Web interface.. Under Request Management, select Filing Rules.

  2. In the left pane, click an organization.

  3. Click Create New Rule.

  4. Click Approved Shift Request & Change Withdrawal.

  5. In the Filing Rules workspace Area within an application window where the user interacts with the program., complete the settings.

  6. Click Save.

Approved shift request & change request withdrawal filing rule settings

Recommended workflow: Set up shift requests & changes