Customers have requested the ability to automatically decline unavailability based on the type and number of days until the requested leave.
As a scheduler, I would like unavailability to be automatically declined and a push notification sent to the resource notifying them. So I can ensure I have enough time to manage the exception and resources not assuming they have the time off.
Define a custom setting for notification method with one of following values: push, sms, resource. If set to resource, the notification method on resource record will be used. The default value for this setting is “resource”.
Example: IF unavailability is EQUAL to _'Annual Leave, RDO' _(custom setting) and is within 28 days
(custom setting) of the start date. Change status to 'Declined' and send a push notification.
Currently all unavailability requests are declined within 48 hours. If it's outside of 48 hours it follows the normal process of requiring approval form the requests tab in the web app. They are finding that if a resource calls in sick via phone the schedulers can not raise a request as it is set to automatically decline.
New custom setting in sked Configs: Unavailability_Reject_Exclude_Profiles. Auto Unavailability Reject should be disabled for these profiles.
How to access the setting:
1. Go to "Setup"
2. In the search box, input "Custom Settings"
3. Find the "Skedulo Configs" setting
4. Find the "Unavailability_Reject_Exclude_Profiles" setting
User Profile names that would be excluded in auto Unavailability reject process, separated by Comma
+ Possible Value:
+ Default Value: System Administrator
Give the setting is as following: