Overview
The Period Quota request type adds a new adjustment to the User’s quota for the specified Shift Group. The request asks for either an increase or reduction in the User's quota. Thus, its approval leads to a corresponding adjustment in the User’s quota for the period.
When the status of a previously-approved request of this type is changed to Denied or Unreviewed, or the request is deleted, the corresponding requested quota adjustment is removed from the User’s adjusted quota for the period.
Any change in the request type after approval will roll back the Quota Adjustment to its previous value until the request is re-approved.
When creating requests of this type, only numbers (both positive and negative) are applicable.
Figure 1. The Period Quota Request Type section, as displayed on the Web.
Configuration
The Period Quota Request type will not be available for your Users on the Web and Mobile apps until you have created it in the Intrigma Scheduling System (ISS).
To create the Period Quota Request type:
Log on to ISS with your scheduler account.
Click the Settings menu, then on the Settings dialog, click the Request Types tab.
Click the New Request Type button at the bottom, select Period quota request, then click the Create button.
Figure 2. Click Create to add the Period Quota Request type to the available request types for your Users.
Select a Shift Group for the created Period Quota Request type. Once the shift group is selected, the newly created request type will become available for Users in the Web and Mobile Applications.
Figure 3. The created Period Quota Request type will not be visible to your Users until a Shift Group is selected.
Walkthroughs
Submitting a Period Quota Request
The Period Quota Request type is configured and viewable in Web and Mobile Applications.
When using a Period Quota Request type, the User must enter the desired Quota Adjustment value and notes, if any, for your schedulers. Clicking the Update button submits the request.
If the User wants to remove the Period Quota Request, they can either erase the Quota Adjustment value or set it to 0 before clicking the Update button.
Approving or Denying a Period Quota Request
Once a User submits the Period Quota Request, it will appear in the Requests module as Unreviewed.
To access the Requests module, click on the Requests tab (denoted by an icon that looks like a notepad) on the right-hand panel.
Figure 4. A Period Quota Request as submitted by a User and viewed from the Requests tab in Scheduler+.
To approve the request, right-click on the request and select Approved from the Status dropdown list. Once approved, the adjusted quota will be shown in the Quota Adjustments view.
Figure 5. When approved, the adjusted quota is reflected on the Quota Adjustments View.
To deny the request, right-click on the request and select Deny from the Status dropdown list.
Marking an Approved/Denied Period Quota Request as Unreviewed
Period Quota Requests that have been Approved or Denied can be marked again as Unreviewed by right-clicking on the request and selecting Mark unreviewed from the Status dropdown list.
Figure 6. Right-click on an Approved Period Quota request to change its status to either Denied or Unreviewed, or delete it.
Deleting a Period Quota Request
Period Quota Requests that have been Approved or Denied, or are Unreviewed, can be deleted at any time.
To delete a Period Quota Request regardless of status, right-click on the request and select Delete from the Status dropdown list.
Related Features
Quota Adjustment View: used to manipulate the quotas per User from period to period.
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.
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.