Approve Multiple Allocation Requests

If your default scheduling status is pending, scheduled work must be approved before the scheduled user can see it. Follow these steps to approve multiple allocation requests at the same time.

To approve multiple allocation requests, complete the following steps:

  1. Click Menu > Manage Agency > Staff Scheduler.
  2. On the Staff Scheduler page, use the staff tree view to select the employee(s) whose allocations you want to approve.
  3. Adjust the calendar view to display the number of days/weeks that you want to approve.
    Note: If a single allocation continues into a period of the calendar that is outside of your current view, that portion of the allocation is not approved.
  4. Click Approve View to approve all allocation requests that are visible in the current view. The status on the calendar for all pending tasks changes to Approved, and the tasks change color from red to green.
  5. Click Save.