Create a filing rule for shift requests & changes

You can create a filing rule to specify when shift requests & changes must be submitted. When these requests are submitted, a validation rule verifies that they comply with the filing rule.

After a rule has been created for an organization, you can copy it to another organization to save time. The copy to organization becomes an owner organization of the rule too (as if the rule was created by the organization).

If the following shift request & changes validation rule is not selected, the filing rule is not effective:

Request complies with filing rules.

Procedure

Go to Organization Management. Under Request Management, select Filing Rules.
In the left pane, click an organization.
Click Create New Rule.
Click Shift Request & Change.
In the Filing Rules workspace, complete the settings.
Click Save.