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Select Operations > Scheduling > Roster. The Online Roster screen is displayed in a new window.
- Right-click the required base or department.
Click [Shift Validation]. The Shift Validation dialog box is displayed.
Click [Add Control] in the Controls pane.
Enter the name for the shift validation control in the Short Name field.
Select the Display in Roster tick box to show the rule in the roster, below the name of the last user in the base/department.
Select the ‘In total personnel ↓ ‘option from the Control Type drop-down list.
Select the required option from the must work drop-down list.
Option
Description
At least
Select this option to ensure that there are at least X personnel assigned to the shift code(s) for this rule. If this option is selected and there are more than the required number of personnel assigned to the shift code(s) on a given day, the control is still flagged as green.
No more than
Select this option to ensure that there are no more than X personnel assigned to the shift code(s) for this control. If this option is selected and there are more than the required number of personnel assigned to the shift code(s) on a given day, the control is flagged as red. This option is useful for controls relating to off duty periods and leave.
Exactly
Select this option to ensure that there are exactly X personnel assigned to the shift code(s) for this control. If this option is selected and there are less or more than the required number of personnel assigned to the shift code(s) on a given day, the control is flagged as red.
Enter the required number of shifts for the control to be satisfied in the duty period(s) field.
Select the shift code(s) that satisfy the control from the of type drop-down list.
Select the base(s) and/or department(s) where this control is applicable from the For Bases/Departments drop-down list.
Select the Enabled tick box to immediately active the control.
Click [Update].
The shift validation control is added to the Controls pane.
It is evaluated for compliance with the dates set in the Over Period fields. To evaluate a different period, modify the required dates and click [Re-Validate Selection].
Click [X] to close the Shift Validation dialog box.
Expand the required base and department.
Review the shift validation control for the required period.
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