Trading Schedules - for Agents

Agents follow the same procedure to trade, give, or take schedules.

Step-by-step

To request a schedule trade

1. Go to Schedule Transactions section on the Today page.
2. Choose I want to trade schedules with another agent (first option).
3. Enter comments and Rate this Request (choose importance level). Click Next.
4. Select the Schedule Date to Surrender then click Show Schedules.
5. Click the schedule bar to highlight the schedule in timeline view.
6. Enter From Time and To Time to trade (restrained to hours of published schedule).
7. Click Next.
8. Choose what to accept: Enter date/time. Click Next.
9. See summary of trade.
10. Click Finish.

The schedule is now available for others to accept.

To respond to a schedule trade request:

1. Go to Schedule Transactions section on the Today page.
2. Click View outstanding schedule transactions.
3. See trade requests others have posted (like a bulletin board).
4. Click on the description to review a trade request.
5. To accept a trade, click Post a response and enter Response Comments.
6. Click the box I volunteer this work time. Click Next.
7. Click the box I volunteer to surrender this time in return. Click Next.
8. Review details then click Finish.

An administrator will review and approve/deny/execute the transaction.