Overview
The Period Request and Period Notes Request Types allow Users to specify how many assignments of a particular type they want in a scheduling period using the Web and Mobile apps or communicate free text to the schedulers.
Unlike other requests, only Users are able to create this type of request, which is not subject to approval from schedulers. However, schedulers are allowed to delete them.
On the Web and Mobile apps, Users may apply a Period Requests filter so that only requests of this type are displayed on the Calendar. Selecting a Period Request will not highlight any shift or day.
Figure 1. Period Requests and Period Notes, as displayed on the Web
Configuration
The Period Request and Period Notes request types will not be available for your Users on the Web and Mobile apps until they have first been created in the Intrigma Scheduling System (ISS).
To create either a Period Request or Period Notes Request type:
Select Edit on the ISS menu, then Settings (or press CTRL+E on your keyboard).
On the Settings dialog, select the Request Types tab.
Click the New Request Type button at the bottom left, select either Period Request or Period Notes, then click the Create button.
Figure 2. Select from any of the two options and click Create to add the corresponding request type to the available request types for your Users.
The new request type will immediately be shown to Users once created.
Walkthroughs
Within Intrigma Scheduler+, since both Period requests and Period Notes do not have any status and could not be approved or denied, they are highlighted in a gray color. Their request dates are automatically set and match the start and end of the scheduling period. The only applicable action for Schedulers is to edit any accompanying notes from the User.
Figure 3. Schedulers may edit Period notes from the User.
Related Features
Requests: Allows schedulers to create requests on behalf of Users.
Request Types: The different kinds of requests that Users can file for shift assignments in a period.
Quota Adjustments: Scheduler may decide to adjust Users’ quotas from this view according to the information communicated in Period Requests.
More information about these features are available in the Intrigma Knowledge Base. If they are not available to your organization, but you want them enabled, contact [email protected], or reach out to your representative.