Defining Shift Exceptions

This topic applies to APS and the Scheduler.

At times you must make exceptions to your basic shift patterns to handle special situations. Shift exceptions help handle many special cases such as:

working overtime
reducing the length of a shift
canceling all work on a shift.

With shift exceptions, you can modify the working availability of a specific resource without having to define new shifts.

Each shift exception is a separate combination of shift, resource, interval, and Work the Shift setting. Shift exceptions are applicable only for resources that are assigned to one or more shifts.

To define a shift exception:

Open the Resources form.
Select the resource for which you want to add a shift exception.
Select the Shift Exceptions tab.
Enter the appropriate information in these fields:
- Shift Exception ID: Enter a unique identifier for this exception. The shift exception ID must be unique across all resources at a given site.
- Description: Enter some descriptive text for the exception.
- Start Date: Enter the effective start date for the exception.
- End Date: Enter the effective end date for the exception.
- Work the Shift: Select Work to indicate this exception adds time to the shift. Select Down Time to indicate this exception subtracts time from the shift. See the examples in the next section for more information.
- Shift ID: Select the identifier of the shift that this exception applies to. If this is an overtime shift exception, this shift ID must be an additional shift that this resource is not already assigned to (see examples in the next section below). If this is a down time shift exception, this shift ID must be the shift from which you want to subtract working time.
Save the changes.