Approve or reject a shift-swap in Service Operations Workspace

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • You can approve a shift swap requested by your peer if you are available to work for that time period. You can reject it if you are unable to work then.

    Antes de Iniciar

    Role required: sn_shift_planning.agent

    Procedimento

    1. Navigate to Workspaces > Service Operations Workspace.
    2. Click the Schedule icon.
    3. Click the Shift Approvals tab.
    4. Select the request you want to approve or reject.
    5. Review the details of the shift swap request and do one of the following:
      • To approve the request, click Approve.
      • To reject the request, click Reject.
      If you approve a shift-swap, the application moves the request to your manager's approval queue. For more information, go to Track and manage your teams' schedule.