Manage Trades

Requirements: You need the Customize Client Security right to display the My Shift Trading view. For additional requirements, see Agent Optimizer Features and Requirements.

You can view and manage your trade requests and traded shifts in the My Shift Trading view.

1. In the My Shift Trading tab, click My Trades.

Result: A list of your trade requests and accepted trades appears.

2. For trade requests that are Unmatched or Pending review, you can do any of the following:

   • Select the Search icon (magnifying glass) to search again for a match to this shift trade request.

   • Select the Edit icon (pencil) to change requested date, time, or type of match for this trade request.

   • Select the Cancel icon to cancel the shift trade request.

Note: Both the offering and accepting agent can see this cancelled request in the My Trades view.