About Shift Trading Requests

From the Interaction Optimizer Home page's Scheduling area, select Shift Trading Requests to open the Shift Trading Requests tab. This view allows administrators to manage both matched and unmatched trade requests. Here, you can manage matched trade requests, and you can also view unmatched trade requests.

The following buttons allow an administrator to manage the trade requests:

	Approve proposed shift trade	Use this button to approve a matched trade currently set to “Pending”. This feature is also available for previously denied matches if the original request: Has not  later been approved Does not have another pending match
	Deny entire shift trade request	Use this button to deny an entire request that is unmatched or not already approved.
	Deny pending shift trade match	Use this button to deny a pending shift trade match without denying the entire request. The request remains open.

The link to view schedules will be available for both matched and unmatched trades. When the administrator approves a matched trade, the schedules will be updated immediately.

Show requests after

Use the controls in this area to filter the selection of shift trading requests you want to view. These controls change, depending on the range you select.

Pending | Show Previous Filter button

Click the Pending button, shown by default, to view only pending matched trades and filter out approved or denied trades. When you click the Pending button, it changes to Show Previous Filter.

Click Show Previous Filter to return to the trade requests that match the last filter criteria. The system returns either a complete list, or a list based on any variables you set from a column heading's filter menu prior to clicking the Pending button. For more information about filtering trade requests, see the Related topics.

Status

Click the box directly below the Status column heading to view a list of statuses by which to filter the trade requests. Select one or more of the following check boxes: All, Approved, Canceled, Denied Match, Denied Request, Expired, Pending, and Unmatched.

Offering Agent  

The agent that created the initial unmatched trade request.  

Offering Agent's Schedule

A link to the schedule for the agent who initiated the trade request. Click it to open this agent's schedule

Reviewer

If an administrator has reviewed a trade request, his or her name appears here.

Reviewed Date

The date an administrator reviewed the trade request.

Accepting Agent

The agent that accepted a matched trade.  

Accepting Agent's Schedule

A link to the schedule for the agent who accepted the trade request. Click it to open the agent's schedule.

Deny Reason

If a trade request was denied by the system or an admin, the reason appears here. For more information on trade request denial options and status values, see the Related Topics.