Exceptions/Vacations
Exceptions/Vacations will block off any date, date range or Multi-Dates for any advisor when they are out of work. (Vacation, Sick, etc).
There are seven options in the drop down menu:
Add New Row
Edit Selected Row
Delete Selected Row
Duplicate Selected Row
Copy Row To - Allows the user to copy and paste the selected row to an active advisor
Copy All Rows - Allows the user to copy and paste all rows to an active advisor
Delete All Rows
Add New Row
Choose a Reason from the drop down list
Select Date Range or Multi Date
If Multi Date was selected choose a dates from calendar and use arrow to add or remove
If date range use start and end date at bottom of window
If all day is checked users will not be able to edit times
click save when done
If the reason code you need is not in the drop down you can Add Record from the options drop down and type in the reason you want to add