Planning rules

Planning rules help you manage the activity and rest times of your teammates. You just have to specify the maximum activity time and/or minimum rest time, and Qoezion will alert you when an assignment does not respect these rules.

To set up your planning rules, click on the icon at the top of your activity list (three vertical dots).



Select the options that you wish to define your planning rules. Daily limits concern rolling 24-hour periods, and weekly limits, rolling 7-day periods.



When you assign teammates to a shift, you are informed if the assignment does not comply with the planning rules, but you can still create the assignment if you wish.



In the planning view of your contacts or activities lists, assignments that do not comply with your planning rules are marked with a warning icon. Use the quick filter at the top of the page to quickly find all assignments with warnings.


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