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System Preferences Card

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Default Selection Styles

The Default Selection Style page sets the default selection styles for creating a schedule, for manual schedule validation and/or for the scheduling assistant wizard. These Selection Styles indicate the rules that must be validated to determine if an employee is qualified to work the schedule.

The following fields are available when adding or viewing a record:

Create Schedule

Manual Edit Validation

Manual Schedule Incentive Approval

Scheduling Assistant Call In

Scheduling Assistant Call Off

Action Buttons

The following Actions are available in the left pane:

Reset All Users

Reset Users

After selecting the Reset Users button, the following Actions are available for searching and resetting records:

Advanced/Basic

Cancel Reset

Reset Selected

Create Schedule

Sets the default for the Selection Style field when running the scheduling process. Options that display were set up on the Selection Styles configuration screen with the Type of Auto Schedule.

Manual Edit Validation

Sets the default validations when manually entering employee schedules in the Schedule screen. Options that display were set up on the Selection Styles configuration screen with the Type of Edit Validation.

Manual Schedule Incentive Approval

Sets the default validation used when incentive schedule bids are manually approved by a supervisor. Options that display are set up on the Selection Styles configuration screen with the Type of Edit Validation.

Note: The selection style used when the system automatically approves a bid is set up on the Configuration section>Scheduling card>Staffing Configuration screen>Schedule Incentive Selection Style field.

Scheduling Assistant Call In

Sets the default for the selection style field when running the Scheduling Assistant Call In wizard. Options that display were set up on the Selection Styles configuration screen with the Type of Schedule Assistant Call In.

Scheduling Assistant Call Off

Sets the default for the selection style field when running the Scheduling Assistant Call Off wizard. Options that display were set up on the Selection Styles configuration screen with the Type of Schedule Assistant Call Off.