Acknowledge a Shift Trade Cancellation

Advanced Business Workflows, and Notificationsmust be activated in Setup to use the Trade Acknowledgment feature.

To acknowledge a shift trade cancellation:

  1. Go to the Calendar, or the Roster.
  2. Click the shift trade work code. Options are:
    • Click Accept Cancel to confirm the trade cancellation.

    • Click Reject Cancel to refuse the trade cancellation.

The work code converts to a pending approval state if the trade code was initially approved by another user. A notification will be sent to all applicable people in the Notification Group.

The work codes withdraw from the calendar when the cover person accepts the cancellation, and no additional approvals are needed to complete the transaction.

The work codes remain on the calendar when the cover person rejects the cancellation, and no further approvals are needed to complete the transaction.