Accessing Scheduling Rules
To access scheduling rules, navigate to Administration > Setup and click on the Scheduling Rules tab. You can add, activate, deactivate, delete, edit, search for and filter through scheduling rules from this page.
When rules are created, they will populate into the list. Each is given a unique rule ID. You can use the search bar to search for the name of the rule or the rule ID. It is helpful to use key words for rule naming and searching (such as Pref, MinMax, Linking, Spacing, Equal, Block, Prop, DoNot, FixedPattern, etc.) to find specific rules or groups of rules.
In the list of rules, you can sort the list of rules by clicking on the column header that you want to sort by (ID, Name, Active, Priority, Last Modified, etc.) Sorting by priority can be helpful to assess what rules are valued the highest or lowest.
You can enable advanced filtering of rules by left-clicking on Turn On Filtered Mode (between Add New Rule and Refresh) at the top of the page. This will allow you to search for all rules associated with a specific personnel or assignment regardless of what the name of the rule is. This is a more accurate to search. For detailed explanation on how to filter, reference our other help article.
To delete a rule, click on the Delete button in the right-most column.
Deactivating (and Re-activating)
You can deactivate rules instead of deleting them in the event that you may want to re-activate them at some point in the future (deleted rules cannot be re-activated at any point in the future — they’re wiped permanently from the system).
To deactivate a rule, simply check the box to the left of the applicable rule and then click on the Take action drop-down menu on the upper left side of the page, where you will then have the option to deactivate the selected rule.
To view the list of inactive rules, click on Active Only drop-down menu on the upper left side of the page — located right underneath the Take Action menu. You can choose to view Active rules only (the default setting), Inactive rules only, or both Active and Inactive rules in one big list. If you’d like, you can then re-activate any deactivated rules by using the Take action menu (as described above).
To edit an existing rule, simply click on the name of the rule itself. This will open up the rule in a new window, where you will be able to edit all parameters as desired.