OPS Sign-Up Management Actions for Trapeze PASS (Other)
A list of actions you can perform in the OPS Sign-Up Management screen for Trapeze PASS based on bid conditions.
| Action | Sign-up period has started | Bid Condition | How do I do it? | How do I ensure data integrity? | How do I control which users can do this? | What conditions are not handled? |
|---|---|---|---|---|---|---|
| Delete a sign-up period | N | Bid isn't configured. | Use the Delete toolbar button. | N/A | Set the permission. | N/A |
| Delete a sign-up period | Y | Bid isn't configured. | Use the Delete toolbar button. | N/A | Set the permission. | N/A |
| Shorten an existing sign-up period | N | Bid isn't configured. | Use the OPS SignUp Management screen Shorten Sign-up Period button. | N/A | Set the permission. | N/A |
| Shorten an existing sign-up period | N | Bid is configured but no employees have bid yet and bid contains holidays. | Use the OPS SignUp Management screen Shorten Sign-up Period button. The bid is shortened. Holidays outside of the shortened bid remain the same. | N/A | Set the permission. | N/A |
| Shorten an existing sign-up period | N | Bid has started and employees have bid and bid contains holidays. | Use the OPS SignUp Management screen Shorten Sign-up Period button. The bid is shortened. Holidays outside of the shortened bid remain the same. | N/A | Set the permission. | N/A |
| Shorten an existing sign-up period | Y | Bid isn't configured. | Use the OPS SignUp Management screen Shorten Sign-up Period button. The holiday bid is removed if the holiday isn't in the shortened sign-up period. | N/A | Set the permission. | N/A |
| Extend an existing sign-up period | N | Bid isn't configured. | Use the OPS SignUp Management screen Extend Sign-up Period button. | N/A | Set the permission. | N/A |
| Extend an existing sign-up period | N | Bid is configured but no employees have bid yet (no rosters in sign-up). | Use the OPS SignUp Management screen Extend Sign-up Period button. | Use the Work Planner Replicator screen to extend the bid. | N/A | N/A |
| Extend an existing sign-up period | N | Bid is configured but no employees have bid yet (sign-up has rosters without holidays). | Use the OPS SignUp Management screen Extend Sign-up Period button. The rosters don't change. | Use the Work Planner Replicator screen to extend the bid. | N/A | N/A |
| Extend an existing sign-up period | N | Bid is configured but no employees have bid yet (sign-up has rosters with holidays). | Use the OPS SignUp Management screen Extend Sign-up Period button. | Use the Work Planner Replicator screen to extend the bid. | N/A. | Holidays in a roster aren't regenerated. |
| Extend an existing sign-up period | N | Bid has started and employees have bid (no rosters or rosters don't have holidays in sign-up). | Use the OPS SignUp Management screen Extend Sign-up Period button. | Use the Work Planner Replicator screen to extend the bid. After the bid is extended, the employee work is extended. | N/A | N/A |
| Extend an existing sign-up period | N | Bid has started and employees have bid (sign-up has rosters with holidays). | Use the OPS SignUp Management screen Extend Sign-up Period button. | Use the Work Planner Replicator screen to extend the bid. After the bid is extended, the employee work and rosters are extended. | N/A | Holidays in a roster aren't regenerated. |
| Extend an existing sign-up period | N | Bid is configured but no employees have bid yet and bid contains holidays. | Use the OPS SignUp Management screen Extend Sign-up Period button. Existing holidays remain unchanged, no new holidays are created. | Use the Work Planner Replicator screen to extend the bid. | N/A | N/A |