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Manage Schedule Requests and Approvals

Learn how to enable schedule approval and review, search, and filter schedule requests across your organization.

Written by Oplist

Overview

The Schedule Requests tab provides an organization-wide view of schedules that are part of the approval process.

From this page, Organization Managers can enable the schedule approval requirement, view submitted schedule information, search the request list, and use filters to narrow the results.

Each schedule request displays:

  • Schedule Name

  • Department

  • Period

  • Creator

  • Request Date

  • Status

Organization Managers can only view and approve schedule requests for departments included in their assigned Department Groups, and multiple Department Groups can be assigned to the same manager.


How to Access Schedule Requests

To access Schedule Requests:

  1. Go to Organization from the left menu.

  2. Open the Schedule Requests tab.

The Schedule Approval page will open.


Enable Schedule Approval

Use the Require Schedule Approval toggle at the top of the page to enable or disable the schedule approval requirement for the organization.

When enabled, the schedule approval workflow is used for applicable schedules.


View Schedule Requests

Schedule requests are listed in a table so you can quickly review their current state and related schedule information.

The Status column shows where each schedule currently stands in the approval workflow.

To open a schedule request, use the arrow at the end of the corresponding row.


Search Schedule Requests

Use the Search field at the top of the page to quickly narrow the list of schedule requests.

This is useful when the organization contains multiple schedule requests and you need to locate a specific entry.


Filter Schedule Requests

Click Filters to narrow the schedule request list using additional criteria.

You can combine multiple filters before applying them.

Filter by Status

Use the status filter to display requests with a specific status.

Available options include:

  • All Status

  • Unreviewed

  • In Review

  • Rejected

  • Approved

  • In Progress

  • Completed

Filter by Department

Use the department filter to view schedule requests for a specific department.

Select All Department to include requests from every department.

Filter by Date Range

Use From and To under Date Range to limit the results to requests within a specific period.

Apply or Reset Filters

After selecting the required filters, click Apply Filters to update the list.

Click Reset to clear the selected filters and return to the default view.

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