Request to Cancel a Trade

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

To cancel a shift trade:

  1. Go to the Calendar, or the Roster.
  2. Click the shift trade work code.
  3. Click Cancel Trade to send a trade cancellation request.
A cancellation request notification will be sent to the cover person. The cover person will see the hourglass icon next to the shift trade denoting a pending acknowledgment state. The cover person will have the option to Accept, or Reject the cancellation. Cancellation scenarios include:
  • Work codes withdraw when the user accepts the cancellation, and no further approvals are needed to complete the transaction.
  • If the trade code was initially approved by another user, the hourglass icon next to the work code converts to an asterisk to denote a pending approval state. Additionally, a notification will be sent to all applicable Notification Groups of people to approve the cancellation. Only one approval is needed to complete the transaction.
  • Work codes remain on the calendar when the cover person rejects the cancellation, and an additional approval is not needed to complete the transaction.