- Contents
Interaction Optimizer Help
Shift Trading tab
Requirements: See Shift Trading.
Search Trades view
Use this view to search for existing trade requests that other agents have posted. If you don't find a match, you can click the Post New Trade button to post a trade request that other agents can view.
1 |
Help for current tab |
Display help for Shift Trading. |
2 |
Search Trades |
Display the Search Trades view. |
3 |
Trade away time on |
Specify what shift or part of your shift you want to trade. |
4 |
Select a day to work |
Select a day when you would work in place of your traded shift. |
5 |
Possible trades |
Check if any existing unmatched trade requests match your needs. |
6 |
Post New Trade |
If, after searching for a matching trade, you don't find an acceptable trade, click Post New Trade to create a trade request. |
7 |
Accept Trade |
Select an acceptable matching trade in the Select a day to work section and click Accept Trade. The trade is either approved automatically or set to wait for administrator review. |
My Trades view
Use this view to manage your shift trade requests. You can edit or cancel any of your unmatched trade requests or your matched trade requests that are still pending approval.
Note: If you cancel a matched trade request, it cancels the entire trade. Neither the offering or accepting agent will be able to edit the trade.
Note: If you cancel a matched trade request, it cancels the entire trade. Neither the offering or accepting agent will be able to edit the trade.
1 |
Help for current tab |
Display help for Shift Trading. |
2 |
My Trades |
Display the My Trades view. |
3 |
Filter by |
Set filter criteria. Type all or part of a value in the Time Traded Away, Time Gained, or Status columns to filter the list. |
4 |
Time Traded Away |
This column lists the time in your schedule that you are trading away. |
5 |
Time Gained |
This column lists the time you are working in place of the traded away time. |
6 |
Status |
This column indicates the status of the trade request or match. Note: The status values can vary depending on whether the item is a request or a match. Once a trade request is matched, the trade match's status appears. |
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Trade Request |
Canceled The trade request was canceled, either by an unmatched request or by a match that the offering agent canceled. Denied The request was denied. No other agent will see it. Expired A trade request can be assigned an expired status for any of the following reasons:
Unmatched This is the initial state for a trade request. No agent has yet accepted this trade. If the accepting agent cancels a matched trade, the trade request reverts to the Unmatched status. |
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Trade Match |
Approved The shift trade has been approved and the shifts have already been traded. Canceled The agent who accepted the trade cancelled the trade request. Denied The CIC administrator denied the request or it was denied automatically. Other agents do not see this request. Expired The shift trade request expired for any one of several possible reasons. For example, the request's start time does not occur far enough in the future. Pending review The trade request has been matched but still requires CIC administrator approval. |
7 |
Search |
Search again for a match to this shift trade request. |
8 |
Edit |
Edit this trade request. |
9 |
Cancel |
Cancel this trade request. You can cancel any Unmatched or Pending review request. Note: Both the offering and accepting agent will see this Canceled trade request in the My Trades view. |