Systems and methods or partial shift swapping
Systems and methods of partial shift swapping are disclosed. An exemplary method comprises: receiving a partial shift swap request to swap a portion of a shift; and updating a schedule to reflect the partial shift swap request. The request is to swap a portion of the shift from an offering agent to an accepting agent. The shift has a date and at least one time range indicating the portion of the shift time range to be re-assigned to the accepting agent.
1 . A computer-implemented method of partial shift swapping, the method comprising the steps of:
receiving a partial shift swap request to swap a portion of a shift from an offering agent to an accepting agent, the shift having a date and at least one time range indicating the portion of the shift time range to be re-assigned to the accepting agent; and
updating a schedule to reflect the partial shift swap request.
2 . The method of claim 1 , further comprising the step of:
determining a disposition of the partial shift request by applying a set of criteria associated with a validation rule to the partial shift swap request; and
if the disposition indicates the request is approved, updating the schedule to reflect the partial swap request.
3 . The method of claim 1 , further comprising the steps of:
applying a set of criteria associated with a hard validation rule to the partial shift swap request; and
if the partial shift swap request violates the hard validation rule, failing the partial shift swap request.
4 . The method of claim 3 , wherein one of the criteria associated with the hard validation rule includes a comparison of skills associated with the offering agent and skills associated with the accepting agent.
5 . The method of claim 3 , wherein one of the criteria associated with the hard validation rule includes verification that the shift associated with the offering agent exists in the schedule associated with the offering agent.
6 . The method of claim 3 , wherein one of the criteria associated with the hard validation rule includes verification that the shift associated with the offering agent is unmodified.
7 . The method of claim 1 , further comprising the steps of:
determining a disposition of the partial shift request by applying a set of criteria associated with a soft validation rule to the partial shift swap request;
if the disposition indicates the request is approved, updating the schedule to reflect the partial swap request; and
if the disposition indicates the request is denied, notifying at least one of the offering agent and the accepting agent of the denial.
8 . The method of claim 1 , further comprising the steps of:
applying a hard validation rule to the partial shift swap request;
if the partial shift swap request passes the hard violation rule, determining the disposition of the partial shift request by applying a set of criteria associated with a soft validation rule to the partial shift swap request;
if the disposition indicates the request is approved, updating the schedule to reflect the partial swap request; and
if the disposition indicates the request is denied, notifying at least one of the offering agent and the accepting agent of the denial.
9 . The method of claim 8 , further comprising the steps of:
if the disposition indicates the partial shift swap request is suspended, submitting the partial shift swap request for review by a user;
receiving a final disposition from the user indicating approval or denial of the partial shift swap request; and
if the final disposition indicates the partial shift swap request is denied, notifying at least one of the offering agent and the accepting agent of the denial.
10 . A computer-readable medium having a computer program stored thereon, the computer program comprising computer-executable instructions for performing a computer-executed method of requesting a partial shift swap, the method comprising the steps of:
receiving a partial shift swap request to swap a portion of a shift from an offering agent to an accepting agent, the shift having a date and at least one time range indicating the portion of the shift time range to be re-assigned to the accepting agent; and
updating a schedule to reflect the partial shift swap request.
11 . The computer-readable medium of claim 10 , further comprising the step of:
determining a disposition of the partial shift request by applying a set of criteria associated with a validation rule to the partial shift swap request; and
if the disposition indicates the request is approved, updating the schedule to reflect the partial swap request.
12 . The computer-readable medium of claim 10 , further comprising the steps of:
applying a set of criteria associated with a hard validation rule to the partial shift swap request; and
if the partial shift swap request violates the hard validation rule, failing the partial shift swap request.
13 . The computer-readable medium of claim 12 , wherein one of the criteria associated with the hard validation rule includes a comparison of skills associated with the offering agent and skills associated with the accepting agent.
14 . The computer-readable medium of claim 10 , further comprising the steps of:
determining a disposition of the partial shift request by applying a set of criteria associated with a soft validation rule to the partial shift swap request;
if the disposition indicates the request is approved, updating the schedule to reflect the partial swap request; and
if the disposition indicates the request is denied, notifying at least one of the offering agent and the accepting agent of the denial.
15 . The computer-readable medium of claim 14 , wherein one of the criteria associated with the soft validation rule includes a comparison of the duration of the time range in the shift associated with the offering agent.
16 . The computer-readable medium of claim 14 , wherein one of the criteria associated with the soft validation rule relates to work rules for a campaign, the campaign associated with the shift associated with the offering agent.
17 . The computer-readable medium of claim 14 , wherein one of the criteria associated with the soft validation rule examines overlap between the shift associated with the accepting agent and one of an unavailable activity, a calendar-assigned activity, and a time-off activity.
18 . The computer-readable medium of claim 14 , wherein one of the criteria associated with the soft validation rule examines a gap between the shift associated with the accepting agent, as indicated in the swap request, and an already-assigned shift associated with the accepting agent.
19 . The computer-readable medium of claim 10 , further comprising the steps of:
applying a hard validation rule to the partial shift swap request;
if the partial shift swap request passes the hard violation rule, determining the disposition of the partial shift request by applying a set of criteria associated with a soft validation rule to the partial shift swap request;
if the disposition indicates the request is approved, updating the schedule to reflect the partial swap request; and
if the disposition indicates the request is denied, notifying at least one of the offering agent and the accepting agent of the denial.
20 . The computer-readable medium of claim 19 , further comprising the steps of:
if the disposition indicates the partial shift swap request is suspended, submitting the partial shift swap request for review by a user;
receiving a final disposition from the user indicating approval or denial of the partial shift swap request; and
if the final disposition indicates the partial shift swap request is denied, notifying at least one of the offering agent and the accepting agent of the denial.