Manage shifts in service operation workspace

Accept or reject absences requests, resolve gaps and conflicts by providing coverage and scheduling extra time for a shift.

Before you begin

Get an overview of how to manage shifts in this video.

Role required: rota_manager, rota_admin

Procedure

1. Navigate to Workspaces > Service Operation Workspace.
2. Click the Schedule icon to view all the absence requests, gaps and conflicts in a shift.
   All the absence requests are displayed in the Required actions section.
3. Click Approve or Reject and confirm the same when prompted.
4. For gaps or conflicts, select the shift card and click icon or right-click a shift card.
5. Click Provide coverage to replace a member of the shift.
   Provide the following details and click Provide coverage:

   • Member: name of the member
   • Start
   • End

   
6. Click Schedule extra time to work for extended hours and provide the following details:
   • Start
   • End

   Click Schedule extra time.

   

7. Right-click a shift card and click Delete absence to remove the approved absence request from the calendar.