Remove unwanted shifts from rule sets

Set up limitations on the duration of activities to remove shifts that should not be used in the shift bag. Remove for example shifts where the email activity is shorter than 45 minutes or where the phone activity is longer than 2,5 hours. Removed shifts will never be used in scheduling.

If the limitations remove a big part of the shifts in the rule set, it is often better to split your rule set and create smaller, more specific rule sets.

Prerequisites

  • You have the Shifts permission.
  • You have created basic shifts and added activities to them.

Page location

Client > Shifts > Limitations tab

Procedures

Add a limitation

Add limitations to remove shifts that have sections of activities which are too long or too short. This is useful for example to remove shifts that have sections of the phone activity which are less than 30 minutes.

  1. Right-click in the table on the Limitations tab and select New.
  2. Select the Activity to add a limit for.
  3. Select a Limit to control the minimum or maximum time of activities.

    • Less than—the activity must be shorter than the time limit.
    • Greater than—the activity must be longer than the time limit.
    • Equal—the activity time must be equal to the time limit.
    • Less than or equal—the activity must be equal to or shorter than the time limit.
    • Greater than or equal—the activity must be equal to or longer than the time limit.
  4. Enter the Time of the limit. This is the maximum or minimum time, depending on the limit you selected.
  5. Click Refresh to show the shifts that remain when the limits are applied.
  6. Click Save to save the changes.

Delete a limitation

Delete limitations that are no longer needed.

  1. Select the limitation to delete by clicking the small field left of the rule set name.
  2. Click Delete.
  3. Click Yes to confirm.
  4. Click Refresh to show the shifts that are generated based on the current rules.
  5. Click Save to save the changes.

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