Self-Scheduling Activities with Approval Flow and Change Request

The self-scheduling activities feature allows users to make edits to their intraday schedules. To provide better control and oversight, an approval flow is introduced. This feature enables admins to review and approve or reject any changes made by users when self-scheduling is enabled. Additionally, a change request functionality is implemented to streamline the process and facilitate clear communication between users and admins (similar to cover, swap and cancel change requests).

Implementation Details:

• Self-Scheduling Settings: A new setting is introduced to allow customization of self-scheduling activities:

  • a. Self-Scheduling Activities without Approval: Users can freely make edits to their schedules without requiring admin approval.

  • b. Self-Scheduling Activities with Approval: Edits made by users require admin approval before they are applied to the schedule.

• Requesting Changes: Instead of saving updates, users will see a "Request Changes" button after updating activities in the My Schedule event details and Workload details view. Clicking this button triggers a change request modal, allowing users to finalize and send their request.

• Admin Review: In the board event details, admins can access the change modal and activities tab. A before-and-after comparison is displayed, showing the original version alongside the proposed changes.

• Conversation and Overview: The sent version of the change request includes a conversation tab and an information section with an overview of the modifications made. This facilitates clear communication and understanding.

• Workload Details: The Workload details section also shows a before-and-after view, providing admins with a comprehensive understanding of the impact of the requested changes.

• Handling Changes: If the original request or activities change while the change request is still pending, the pending request becomes invalid, and the sender is notified. Additionally, pending requests can expire if the activity time for the updated version is reached before approval.

• Managing Request Status: All consequences related to request status changes and pending requests are carefully considered to ensure a smooth workflow and effective communication.

By providing the option to choose between self-scheduling activities without approval or with approval, users can customize their experience while admins can maintain the desired level of control and oversight. Your feedback and upvotes are greatly appreciated as we continue to enhance and refine this comprehensive scheduling feature.