3. Validate a roster period and check violations

Lumary WFM - This article explains how to run validation on a roster period and check for rostering violations.

Validating a roster period:

• identifies violations and conflicts, and
• gives you an opportunity to fix them before you publish the roster period to the live Scheduling roster.

Required and supported packages

Available with: Lumary WFM

Supported in: Lumary DC

Depending on what's been set up in your environment, you can check against a range of rules. These may include things like client and worker availability, and client and worker statuses. The process will provide a list of violations and highlight some types of violations on the roster period calendar.

Before you begin...

To validate a roster period, you'll need to create a new roster period or open an existing roster period that has not been published. Once a roster period is published, it will no longer be available for validation.

Once you're on the roster period calendar, to validate:

1. Click on the Validate button.

2. This will launch a Validate popup.
3. Use the Select the Rule Engine to run drop-down list to select from the available rule engines. The panel below this field will describe the engine you've selected.
4. Click on the Validate button.

5. The system will begin to validate the roster period. This may take a moment. Once the process is complete, click on the Close button.

Once the validation is complete:

• the roster period status will update to Validated
• the roster period calendar will show shifts and sessions from the live Scheduling roster with a pale green background
• the roster period calendar will show draft shifts and sessions from the roster period with a white background
• sessions with violations may be marked with an exclamation mark and an orange outline, and
• workers with some types of violations may have an exclamation mark beside their name.

Hover your mouse over the violation exclamation (!) icons on the calendar to see an explanation of the violation.

The Previous Violations button with the exclamation icon at the top of the calendar should now be active. It should also show the number of rules that have passed and the number of rule checks that have been run.

6. To see a list of passed rules and violations, click on the Previous Violations button with the exclamation (!) icon at the top of the calendar.

This will open a Previous Violations list showing rules that have passed and violations. The list shows:

• any rules that caused system errors
• rules that passed, and then
• violations at the bottom of the list.

You can click on a record name to go directly to a record that's caused a violation.

You may prefer to click on the Close button and fix the issue directly on the roster period. Find out how to edit shifts and appointments directly on a roster.

The following screenshot shows a list where 6 rules passed and there were 2 violations.

7. Once you've fixed the rule violations, run the validation again to make sure you've got them all. The exclamation mark on the Previous Violations button should be replaced with a tick, and the rules passed number should match the number of rules checked.

Once you've addressed any rostering violations and successfully validated the roster period, you can estimate award interpretation costs or publish the roster period to the live Scheduling roster.