Schedule Approval Sidesheet
  • 14 Nov 2024
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Schedule Approval Sidesheet

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    Light
  • PDF

Article summary

The Schedule Approval sidesheet contains the schedule approval configuration, which enables the schedule approvals workflow for assigned locations.


Navigation

Follow these steps to open the Schedule Approval sidesheet:

1) Navigate to Schedule Settings by clicking the Gear icon in the header of the Schedule page.  

2) Select the Schedule Approvals tab.

3) Click on the desired schedule approval configuration.

Learn about creating schedule approval configurations here.


Security

Users must have the following permission to view or edit schedule approvals:

  • Labor → Scheduling → Schedule → Approvals → Add/Edit/Delete Schedule Approval Configuration


Schedule Approval Details


Button/Field

Description

1

Back To All Schedule Approvals Button

Returns to the Schedule Approvals tab of the Schedule Settings page.

2

Save Button

Saves changes to the schedule approval configuration.

This button is disabled if no changes have been made.

3

Action Menu

Contains the following actions:

  • Delete - Deletes the schedule approval. This action is irreversible.

4

Name

User entered name for the schedule approval.

5

Locations

Locations assigned to the schedule approval.

Each location can only be assigned to one schedule approval configuration.

Click the X button associated with the location to unassign it.

The schedule approvals workflow is enabled for these locations.

6

_____ days(s) before start date of the schedule week

Number of days prior to the first day of the schedule week that an unpublished schedule will be automatically approved and published (1-30 days).

All schedule approvals must have a schedule approval deadline.  


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