Setting rules against roles

This article contains information about the following topic:

  • How to set rules against roles

What are rules at role level

Rules can be applied at 3 levels these are organisation, role and user. Each level applies rules against users depending on the situation. Organisation rules are applied to all users across the account. If a user has a rule set at role or user level then this will override the organisation level rule. 

Organisation rules: Are applied to all users across the organisation.

Role rules: Fewer rules can be applied to the role level than the other levels. Rules changed at this level will override the organisation level rules.

User rules: All rules can be applied at user level. As these rules are applied to an individual they override all rules at any other level.

Why are rules at role level important

Setting rules against a level can enable users to apply rules differently to roles. This could include the default start and end times of a shift, or enabling shift swaps for a specific role.

How to set role rules

1. Click on Organisation.

2. Click on the Organisation Structure.

3. Select a role.

4. Click on 'Rules'.

5. Rules can be edited and applied at this level. 

6. Changing a rule is simple. Open the accordion that contains the rule that needs to be changed. 

7. Select the rule that needs to be changed and click edit.

8. Click into the editable field to change the value and click 'Save' 

9. Once the change has been saved a N/A will appear in the 'Inherited from' column. The N/A indicates that this rule has not been inherited from the organisation level and has been edited. The actions column will also display an 'Inherit' button. Clicking 'Inherit' will restore the changed rule to what it is at organisation level.


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