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You can configure agent matching criteria for trade requests. If the trade meets a constraint, then choose how to process the request. Matching requirements include:
You can choose any combination of requirements, or none. For example, you can specify that trades only occur between agents with the same language, set of skills, queue membership, and the ability to handle the same planning groups.
Shift trade rules include the following constraints, which you can set to allow, deny, or send for administrator review:
For shift trade rules, if you enable automatic review and set a constraint to allow, then the system can approve the trade. If you disable automatic review, then the system sends the request to an administrator for review.
Activity category rules determine what to do with each activity type when an agent trades a shift with another agent. Determine whether to allow agents to trade shifts with certain activities, replace activities in the traded shifts with other activities, or leave the activities unchanged.
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