Swap assignments directly in the schedule

As an administrator, you can swap two assignments directly in the schedule. This changes the schedule without creating a staff request or waiting for colleague approval.

If schedule editing is unavailable, ask your customer success contact to help check access.

Swap directly in Date View

1. Open Scheduling > View Schedule > Date View (new) and show both assignments. They must be both published or both unpublished. If a published assignment can't be dragged, set the publication filter to published assignments rather than all.
2. Drag one assignment onto the other. Wait until the target is shaded before releasing the mouse button.
3. If Auto-verify changes is switched on at the bottom of the view, the Confirm Staff Swap window opens. Check both assignments, the validation result and After Swap, then click Confirm Swap, or Cancel to leave the schedule unchanged. If it is switched off, the swap is saved as soon as you release the mouse button.
4. Check the resulting schedule for both people.

Good to know

To decide on a request someone has already submitted, use Approve or reject swap requests. Direct editing is a different action and can affect pending requests or board posts involving those assignments.

Related

• Approve or reject swap requests
• Swap an assignment with a colleague
• Choose who gets a job board assignment