Requiring Coordinator Approval for Trades/Drops & Picking up Unassigned Shifts

 

Using the Paid Full Version of WhenToHelp you can require Coordinator approval of all shift trades, drops and pickups. On the SETTINGS>Helper Permissions page the option to Allow Trades "With Coordinator Approval" gives you control as to whether or not changes go into effect automatically or only with Coordinator approval. 

Dropping Shifts
In the Lite Version Helpers can drop a shift without another Helper first agreeing to pick it up. The Paid Full Version allows you to set this option to require that they find a replacement before they can drop a shift.

Example: John wants to drop a shift.  He clicks on his shift and chooses to place it on the tradeboard as a "drop."  Jane sees his shift on the tradeboard and clicks on the shift and agrees to pick up his shift.  If you allow drops "At Will" the schedule would then reflect Jane as the Helper for that shift.  If you allow drops only with "Coordinator Approval" then a pending trade request is sent to the Coordinator and notified.

If you have set Trades or Drop/Pickups to be "With Coordinator Approval" 

You will receive a trade request after both Helpers have agreed to a trade their shifts 

If you approve the request the shifts are updated in the schedule and the Helpers are notified. 

If you reject the request the affected Helpers receive notification that it was denied. 

You will receive a drop/pickup request when a Helper wants to drop a shift and after another Helper agrees to pick it up 

If you approve the request the shift is updated in the schedule and the Helpers are notified. 

If you reject the trade/drop the Helpers receive notification that it was denied. 

Related Topics: 

Optional Tradeboard - How it helps 

Allowing Trades/Drops "At Will" 

Viewing Helper Tradeboard