Track rule violations

The Rule Violations add-on automatically detects and displays schedule items that violate schedule rules. The rules are defined by the system administrator and can be applied to employees or locations. Rule violations reflect the displayed timeframe and location. This add-on allows you to locate problem areas in the schedule and determine their severity.

As part of rule configuration, rules are classified according to their impact on the validity of the schedule. This allows you to zero in on critical issues while still being aware of less important ones.

If the system has employee group filtering enabled, the employee rule violations are filtered by your employee group and the organizational rule violations are filtered out.

Note: Data is not displayed on the tab when more than 1000 employees are in the loaded schedule or when the loaded timeframe exceeds 90 days.

View rule violations

To view rule violations, click tap the Rule Violations tab at the bottom of the schedule.

  • The rows of the table display the loaded employees.
  • The columns display the characteristics of the rule violation.

    The following icons display in the Severity column of the Rule Violation add-on to indicate the highest rule violation affecting an employee. A dot beside the icon means that there are more than one rule violations affecting the employee's schedule.

    Informational — A rule has been broken, but at the lowest level of severity. You can save the schedule and continue without responding to the violation.

    Warning — You can save the schedule and continue without responding to the violation.

    No Save — The schedule cannot be saved with this severity of rule violation.

Adjust the display

You can adjust the display in a number of ways:

Modify the columns

  • Change the column order by dragging the column header to the desired position.
  • Remove columns from the display, or re-instate columns that have been removed as follows: Click Tap Column Display to select the configured columns to make available for display. Click Tap Apply.

Filter rows

To filter out rows based on any characteristic in the column header:

  1. Click Tap Filter and select Show Filters Row.

  2. In the filters row at the top of each column, click to open a list of the following options. If the option does not appear, it is not applicable:

    Option

    Meaning

    Starts With

    Shows only transactions where this field starts with the text you enter

    Not Starts With

    Shows only transactions where this field does not start with the text you enter

    Custom

    Allows system administrators to code a different option

    In

    Shows only transactions where this field contains the text you enter

    Not In

    Shows only transactions where this field does not contain the text you enter. If you use more than one value for In or Not In, each value must be separated by a semicolon.

    =

    Shows only transactions where this field exactly matches the text you enter

    !=

    Shows only transactions where this field does not exactly match the text you enter

    Is Null

    Shows only transactions where this field is empty

    Is Not Null

    Shows only fields where this field is not empty

    Between

    Shows only transactions where this field is between two text values, separated by a space, using time, date, or alpha-numeric sequence as applicable to the format of the text in the column

    Not Between

    Shows only transactions where this field is not between two text values, separated by a space, using time, date, or alpha-numeric sequence as applicable to the format of the text in the column

  3. Enter the text to filter by in the text box.
  4. Press Enter to apply the filter.
  5. To remove the filters row, click tap Filter and select Hide Filters Row.

Sort, hide, and group

In the header at the top of each column, select to open a menu of commands:

Icon

Command

Function

Sort Ascending

Sorts the table by the value of the characteristic in that column, in ascending alpha-numeric order. If you select multiple columns to sort by, the table applies the column sorting in the order you select them, and places a small numeral next to the sort icon, indicating the priority of the sorting.

Sort Descending

Sorts the table by the value of the characteristic in that column, in descending alpha-numeric order. If you select multiple columns to sort by, the table applies the column sorting in the order you select them, and places a small numeral next to the sort icon, indicating the priority of the sorting.

Hide Column

Removes that column from the table. (To include the column again, use the menu )


Group

Collapses all the transactions that have the same value for that column into one row in the table


Ungroup

Expands transactions collapsed for having the same value in that column, to display each transaction as a separate row.