What does the "advanced reservation restriction" option mean when creating shifts?
By default, when a user is approved for an opportunity, they can reserve
spots for any shift related to that opportunity.
You can add an additional layer of reservation restriction whereby users need to be
approved for the opportunity, but also meet the following condition
using the 'Profile Tags' field from the database.
How do I create and assign profile tags?
1. In the Database, create profile tags
- On the top-right > Click Actions
- Select Manage profile tags
- Type in a string of text that represents your new profile tag > Click Create.
- Do this process over and over again until you've created all of your profile tags
2. In the Database > Assign profile tags
- In the Database, select profiles using the checkbox to the left of the Name column
- Click on the Actions button that appeared above the Name column next to the text that "X profiles selected"
- Select Assign profile tags
- Do this process over and over again until you've assigned all of your profile tags
Now that you've assigned profile tags, you're all set to begin generating shifts and using the advanced reservation restriction setting!
How do I use the advanced reservation restriction setting?
1. In the Schedule > Click on + Create shifts
- Select an opportunity
- Input your shift information
- All the way at the bottom of the shift information pop-up, click on Show advanced reservation restrictions
- Select the type of restriction (at least 1, all, none)
- Select the profile tag(s) to apply the relevant restriction
Example of when to use advanced reservation restriction
- Imagine you have an opportunity titled Driver.
- You assign many users to the Driver opportunity, however, in order to view and reserve upcoming Driver shifts (or a specific batch of shifts), the user must have a valid driver's license.
- In the database, you can create a profile tag titled Valid Driver's License
- You would assign the profile tag to users that have a valid driver's license, and unassigned the tag from the ose users who once had a valid license that is currently invalid.
In conclusion, out of your cohort of all approved Drivers, only the users with the profile tag Valid Driver's License would be able to view and reserve upcoming Driver shifts. Otherwise, anyone approved for the Driver opportunity would be able to view and reserve any upcoming shift within the opportunity.
This way you keep things are organized and have a secondary layer of eligibility that determines who can reserve which set of shifts. The primary layer being the fact they're approved for the opportunity in the first place.
Learn more about profile tags: What is the difference between "Profile Tags" and "Custom Fields" in the database?
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