Creating Schedule Compliance Groups

  1. Select Maintenance > Schedule Compliance > Schedule Compliance Groups.
  2. Click Create New Entry.
  3. Specify this information, if applicable:
    Group Name
    Enter a name for the schedule compliance group.
    Group Description
    Enter a short description for the schedule compliance group.
    Is Enabled
    Do not select Is Enabled until all of the rules and filters are completely configured. As soon as you select Is Enabled, assuming the Effective Start Date and the Effective End Date range is current, any schedule changes will validate against the configured rule and filter instances in this schedule compliance group.

    For more information, see Activating Schedule Compliance Groups.

    Effective Start Date
    Select the date you want the schedule compliance group to start being effective. Defaults to the current date.
    Effective End Date
    Select the date you want the schedule compliance group to stop being effective. Defaults to January 1, 3000.
  4. Click Save.

    The Summary tab lists the rules and filters that have been configured for the schedule compliance group.

    After you click Save, the Delete check box becomes available for the schedule compliance group. For more information, see Modifying Schedule Compliance Groups.

  5. Click the Rules tab.
  6. Select the rule to add from the Add Rule lookup and click Add Rule.
  7. Complete the following general settings, if applicable. For details on each rule, see Core Rule Catalog.
    Specify this information:
    Name
    Enter a name for the instance of the rule you are defining for this schedule compliance group.
    Description
    Enter a short description for the rule instance.
    Rule Type
    Select:

    • Error to ensure that the shift will not be published with this violation present.

      The schedule manager cannot approve an error violation.

    • Warning to allow the schedule manager the opportunity to approve the violation.

      The shift can be published with an approved warning violation, but not with an unapproved warning violation.

    Violation Message

    The default message for the rule appears in this field, complete with codes for system generated values such as the code {0} which generally represents the full employee name.

    The default violation message, including all codes, are described for each rule in the Core Rule Catalog.

    Allow Employee Self-Approval
    Allow employees to violate the rule without manager approval when claiming shifts in Shift Billboard, trading shifts and elsewhere.
    Parameter(s)
    Each rule has different parameters that require configuration. The required parameters for each rule are described in the Core Rule Catalog.
  8. Click Save. The rule appears in the list.
    Continue to create more rules, if necessary.
  9. Click the Filters tab.
    Note: If you do not define a filter for the schedule compliance group, all schedule data passes to the configured rule instances.
  10. Select a filter in the Add Filter lookup and click Add Filter.
  11. Complete the following general settings, if applicable. For details on each filter, see the Core Filter Catalog.
    Exclude
    By default, all filters are “include” filters. Include filters pass all data that meets the criteria to the associated rules for validation. When you define the filter, you can select the Exclude check box to make the filter an ‘exclude’ filter. Exclude filters do not pass the data that meets the criteria to the associated rules for validation; instead Exclude filters pass the data that does not meet the criteria to the rules.
    Name
    Name the instance of the filter you are defining for the schedule compliance group.
    Description
    Add a description for the filter instance.
    Parameter(s)
    (Minimum Age and Maximum Age in image)
    Each filter has different parameters that require configuration. The required parameters for each filter are described in the Core Filter Catalog.
  12. Click Save.
    Note: If multiple filters are used, the parameters for each group must be satisfied for the data to pass to the rules.

    The filter is displayed in the list.

  13. Continue to create filters, as needed.
  14. Select the Summary tab to view the list of rules and filters for the schedule compliance group.