Hi Melanie,
Does the trade match the following criteria?
Matching criteria requirements
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:
- Queue membership
- Assigned language
- Assigned skills
- Ability to handle the same planning groups
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
Shift trade rules include the following constraints, which you can set to allow, deny, or send for administrator review:
- Shift trades with unequal paid hours
- Shift trades that are one-sided
- Shift trades that result in minimum weekly paid time violations
- Shift trades that result in maximum weekly paid time violations
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 trade rules
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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Tracy
Genesys
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Original Message:
Sent: 11-15-2022 16:26
From: Melanie Williams
Subject: Shift Trades - Select User button is greyed out
Hello!
I'm seeking guidance on the shift trades module. The shift trade option to select a specific user is greyed out. I have confirmed that the option is turned on in the management unit and the users have the correct prerequisite access via Request to trade a shift with a specific person - Genesys Cloud Resource Center
but I am unable to resolve the issue.
Any guidance would be much appreciated.
#Scheduling
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Melanie Williams
Camis Inc
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