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Contract Shifts

The Shifts pane displays all available shifts that can be associated with this contract. All shifts configured for the contract site are listed. The shifts you select must have settings compatible with the contract settings. An error message appears if the settings are not compatible. If the settings for at least one day are compatible, the association is accepted.  Use the Contracts > Shifts pane when you create a new contract or when you edit an existing contract.

To view the Shifts pane for an existing contract:

  1. Select Policies > Contracts.
  2. In the Objects pane, select a site
  3. In the Contracts pane, select an existing contract.
    The Constraints pane is displayed by default.
  4. In the right-side pane,select Shifts.
    The Shifts pane is displayed containing a list of shifts that are associated with this contract.

The Shifts pane displays the details for assigned shifts in the following columns:

Name The name of the assigned shift.
Earliest Start The earliest start time for this shift.
Latest End The latest end time for this shift.
State The state of the shift, either Primary or Secondary.

Use the Shifts pane to assign shifts to the Contract or change the state of an assignment.

Important
If you make changes that do not pass validation, the Review Validation Messages pane is displayed, which includes a list of error and warning messages. For more information about these messages, see Review Validation Messages.

Assigning a Shift To a Contract

  1. In the Contracts pane, select a contract from the list of existing contracts.
  2. Click Assign Shifts WM 851 agent activities plus.png .
    The Available Shifts pane opens with details in the Name, Earliest Start, and Latest End columns.
    Tip
    Alternatively, if you want to unassign a shift, click Unassign Shifts WM 851 agent activities minus.png .
  3. In the Use This State for Assignments drop-down list, select Primary or Secondary.
  4. In the Available Shifts to be Associated with Contract section, select one or more shifts.
    Tip
    Search for a specific shift by typing the shift name in the Search field, if desired.
  5. To associate the shift(s) with this contract, click Apply WM 851 agent activities assign.png .
    The selected shifts are displayed in the Shifts pane.
  6. Close the Available Shifts pane, and on the Shifts pane, click Save Changes WM 851 icon-save.png .
    You can configure shifts for a selected site in the Policies > Shifts view.

Removing an Assigned Shift From a Contract

  1. In the Contracts pane, select a contract from the list of existing contracts.
  2. In the Associating Shifts for <shift name> list, select the shift you want to remove and click Unassign Shifts WM 851 agent activities minus.png .
    The shift if removed from the list.
  3. In the Shifts pane, click Save Changes WM 851 icon-save.png .

Changing the State of an Assigned Shift

  1. In the Contracts pane, select the contract to which the shift you want to change is assigned.
  2. In the Associated Shifts for <contract name> section, from the drop-down list in the State column, change the state to either Primary (default) or Secondary.
  3. To save the changes, click Save Changes WM 851 icon-save.png .
Tip
To select multiple shifts, hold down SHIFT or CTRL and click on each additional shift.

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This page was last modified on August 10, 2017, at 05:45.