You can set up Errors and Warnings to flag shifts if you need to be notified that a shift may not or can not be worked under the current conditions.

Some examples are Double Bookings, Time Off Conflicts or Failed Qualifications.

In this article, we'll look into the following on Errors and Warnings in Schedule Xpress:

Setting up Errors and Warnings

Errors

Error banners

Warnings

Dynamics filters for Errors and Warnings

Before you face any Errors and Warnings in your Schedule, you'll first have to ensure that each Message Type is setup correctly.

In eTime Xpress, head to Configuration > Company/Branch > Branch > Branch Message Types.

Inside, you'll see a list of Message Types which will appear as either an Error or Warning depending on your setup.

The two columns you'll want to take notice of, are:

To change a Message Type, click on the Message and press the Update button.

Then, type in either Error or Warning.

Once complete, the User, Date and Time will update to reflect who made the change and when.

Errors cannot be bypassed from within your Schedule. You will only be able to Discard the shift.

An Error will flag as a red strip with an X on the top-left of a shift block.

The reason for the Error will present in the Validation panel to the right. Some of the most common Errors are Time Off Conflicts and Double Bookings.

If you click the 3 dots, you'll only be able to Discard changes.

If your Feature access group permits, you'll be able to override Errors from within Time Processing.

If you try to Add a shift or make changes to a shift in Time Processing, you'll be able to Ignore all errors.

If you try to make an invalid change to an employee, site or service profile, you'll be shown an error banner at the top of your screen. This will not disappear until you clear it by clicking the 'x'.

A new update will show a double error if you've not chosen to display the section in which the error occurs. You'll need to display the section in your Employee form or Site form, dependent on whether the error is in Manage people or Manage sites.

In the example below, a double error has occurred in the References section of the Employee profile. However, you can see that the References section hasn't been selected in the Employee form.

If you receive a second error banner, ensure you've selected the correct section in your Employee form so that you can correct it.

Note: Once you've discarded the change, you'll be redirected to the Employee form.

Warnings can be bypassed from within your Schedule. You can choose to Ignore warnings or Discard changes based on your own assessment.

A Warning will flag as a grey strip with a warning sign (exclamation mark) on the top-left of a shift block.

The reason for the Warning will present in the Validation panel to the right. Some of the most common Warnings are Failed Qualifications and Employee Daily Budget Exceeded (max hours per day).

If you click the 3 dots at the top of the Validation panel, you can choose to Ignore all warnings at once.

Or, if you click the 3 dots on a specific shift, you can:

If you're pasting a Shift Template that has many Errors and Warnings due to persistent changes in your Schedule, you can use your Dynamic filters to focus in on them.

You can choose either Shift with warnings or Shift with errors.

For example, if you choose Shifts with errors, then only shifts with Errors will show. It provides a useful tool for dealing with Errors and Warnings, and prevents you from having to scroll and search for them.

For more information on Errors and Warnings in Schedule Xpress, please Contact Support now!