Request rules are like scheduling rules in that the system will try to enforce these rules when building a schedule; however, request rules can be used to set parameters under which requests submitted by your providers can be evaluated. These parameters will allow the system to determine whether a request should be granted, denied, or set as pending, which will require further review by an administrator.
Request rules are located under Administration>Request Manager>Request Rules. Although administrators can view request rules by clicking on the name of the rule, you will need an Application Consultant to edit them.
These rules have 4 main characteristics:
- Which providers the rule concerns - a rule can target a single person, a group of people, or everyone in the system.
- What assignments the rule concerns - a rule can either pertain to a single assignment (e.g. Vacation) or multiple assignments (e.g. Day and Night Calls).
- The time range - a rule can govern the number of requests on a single day, week, month, or year.
- The status of the request - depending on whether a request violates the rule, the status of the request can be automatically granted, denied, or set to pending.
If you would like to create a request rule, you will need to reach out to your Application Consultant, as clients do not have access to this functionality at this time.