Manage Schedules

The Schedule Approvals screen is used in organizations that have an approval process for writing, approving, and publishing schedules. Based on user permissions, the screen offers flexibility for your schedule approval process, as each organization will have different needs.


The general process of schedule approvals includes the following steps:

  1. A user writes the schedules and then marks them as complete when they are ready for approval.
  2. A user reviews the completed schedules and determines whether to grant approval. Once schedules are approved, they are ready for publishing.
  3. A user publishes the completed schedules so that they are available to employees. Employees view their schedules in the UniFocus Mobile App.

There are three separate permissions to address the three types of tasks that users can perform on the Schedule Approvals screens:

  • Write schedules and mark schedules as complete—Users will see the Mark as Complete button if they have access to the Scheduling screens and have Labor Structure permissions to jobs requiring approval. They are authorized to mark schedules as complete.
  • Approve/unapprove schedules—Users with Labor Structure permissions to approve schedules will see the Approve and UnApprove buttons. They are authorized to approve and unapprove schedules.
  • Publish schedules—Users with this permission will see the Publish button. They are authorized to publish schedules.

You can assign these permissions to match the responsibilities of your managers and the scheduling workflow of your organization. For example, you might split the three tasks between two different users. You can grant one user the permission to mark schedules as complete and another user the permission to both approve/unapprove and publish the schedules.


Documentation

This documentation covers the following topics:


Note: For information on the Mobile App version of Schedule Approvals,see the following: