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Specify activity type rules for shift trade requests

Activity type rules determine what to do with each activity when one agent's schedule is traded with another agent's schedule. Select an action for each activity type. To configure these shift trade requirements, shift trading must be enabled.

From the Interaction Optimizer Home page, in the Configuration area click the Shift Trading link. The Shift Trading tab opens.
In the Activity type rules area, locate the activity type whose shift trading request rule you want to configure.
In the desired activity type's Action column, click the existing action and from the menu that appears, select one of the following:

Stays with schedule (the activity given by one agent is included in the schedule received by the other agent)
Cannot be traded (an agent cannot trade any schedule range that includes this activity)
Replaced with ACD (the activity given by one agent is not included in the schedule received by the other agent. Instead, the time range receives an ACD activity)

Note: If you chose Stays with schedule or Replaced with ACD, a check box appears in the Admin Review column.

If you choose Stays with schedule or Replaced with ACD, the Admin Review column's check box appears. Select this check box if you do not want to automatically approve a matched trade. Optimizer sets matched trades to Pending status until the administrator approves or denies the match.
Select the activity type's Warning column check box if you want to present a warning to the agent whenever this activity type is included in any part of the shift to be traded.
If you selected the activity type's Warning column check box, in the Warning Message column field enter a warning message to describe behavior if this activity is traded.

Note: If you select the Warning column's check box, but do not add a warning message, Optimizer will not save the configuration. These warnings appear to the agent when he or she attempts to trade a shift that includes this activity type.