Overview: In some shift configurations, for a weekly shift to be final and published in the Workforce application, after it is marked as Completed and Reviewed, it must be marked as Closed. As long as the shift is not Closed, it is understood that it has not been reviewed and approved.
Start from: The Workforce module.
- Select Scheduling > Weekly ROTAs from the main menu .
- Select the Work Center whose shift you wish to mark as Closed.
The weekly shift listing, in addition to the Closed column, shows two other columns with Done ✓ or Not Done ✗ marks. Ideally, these lines should ideally be marked as Done ✓ before proceeding to Close the shift.
- Completed: This mark states that the shift template was created and finished properly with no errors, so it is ready for review.
- Reviewed: This mark establishes that the shift has gone through the relevant approval flow and is ready to be approved.
Notes: A shift that is not previously marked as Completed and Reviewed may be closed. However, this would imply that the shift has probably not gone through the necessary approval flow before publication.
To mark the shift as completed, see Mark shift as finished.
To mark the shift as reviewed, see Review shifts.
- To make a preliminary review of the shift and its changes, select the arrow icon in the shift field.
- To clear and reset all shift data, select Restart in the shift field.
- To mark the shift as closed, select the empty field in the Closed column.
- After a brief loading screen, a closed padlock icon will appear in the Closed field, signifying that the shift has been closed.
When the shift is closed, the Restart button disappears and no edits can be made to the shift configuration.
Notes: The shift can be reopened for editing by selecting the Closed padlock icon, which will disappear from the field to indicate that the shift has been reopened.