Filter and sort shift trade requests


Prerequisites

The following permissions:

  • Workforce Management > Shift Trade Request > View
  • Workforce Management > Shift Trade Request > Edit

You can filter shift trade requests by status, and you can sort them by status.

At the top of the shift trade requests page, the system displays totals for:

  • The total number of requests in any status
  • Requests that need administrator review
  • Approved requests
  • Denied requests
  • Expired requests
  • Canceled requests
  • Unmatched requests

To see only certain shift trade requests, click a link for a selected status type.


You can sort requests in ascending or descending order by any of the following categories:

  • Initiating agent
  • Receiving agent
  • Receiving agent’s paid difference
  • Initiating agent’s paid difference
  • Initiating agent’s shift
  • Receiving agent’s shift
  • Status
  • Review reason
  • Violations
  • Review date
  • Reviewer name
  • Expiration date

To sort shift trade requests in ascending or descending order, click the appropriate column heading.