Setup, Leave Thresholds Field Descriptions

* Denotes a required field.

Field Name	Description
Status	Used to enable or disable this dynamic leave threshold.
*Name	The name of the dynamic leave threshold.
Institution	Limits to one institution. This field shows when the user is focused to <None> institution; if Institution Focus is turned on, this field is required; and assumes the focused institution.
*Count For Each	Determines which staffing records are returned by the system. Simply put, who gets picked up by the system. Use Target Filter(s) to further limit your criteria. Count for Each choices: Institution, Agency, Region, Station, Unit, Unit Type, Position, Shift, Rank, Specialty, Group
	For example, suppose Count for Each is set to Unit and Category is Institution, this means a count of two for every unit in the Institution which could be a lot of units, plus unassigned people in their respective unassigned unit - yes we count unassigned too. To exclude Unassigned you need to indicate which units to count in Filter Target > Category.
	Now, let’s add some filter target categories... suppose the Default Threshold is 2; the Target Filter Category is Agency 5; and Count for Each is set to Region, this means a count of two applies to every region within Agency 5. Furthermore, in addition to Agency 5, suppose Region 4 and Region 5 are also selected in Target Filter Category, and Count for Each is set to Region...this means the default count of two applies to Region 4 AND another count of two applies to Region 5.
	Similar logic applies to Count for Each Specialty with no Filter Target categories supplied, this means a count of two people that have any specialty – this includes people without a specialty because their Specialty is flagged as <none>. To further limit which specialties the count applies to use Target Filters. For example: suppose Target Filters includes Specialty > Category: French and Spanish, this means two French AND Spanish speakers - not two of each.
	To configure 2 French AND 2 Spanish speakers you will need two Dynamic Leave Thresholds to denote a Count for Each of these specialties.
	Additionally, people associated with multiple specialties and groups in their profile subtract to the value in Count for Each - for each one of their specialties and groups.For instance, suppose Joe speaks Spanish and French. You have a Dynamic Leave Threshold for Spanish and another Dynamic Leave Threshold for French and both Leave Thresholds have the Default Threshold set to 2. Because Joe holds both the Spanish and French specialty he contributes to both counts, this means two things either... One more French non Spanish speaker can take time off AND one more Spanish non French speaker can take the time off. Only one person who can speak both French AND Spanish can take the time off.
*Count Method	Used to define how to count for each. Choices are: Count Each Instance or Count Full Overlaps.
	Example: Vacation (V), Timeframe 7AM-11AM Count Each Instance means the V code count is three because there are three instances of vacation encompassing the time frame target. Count Full Overlaps means the V code count is two because only two people are off concurrently.
	Example: In the image below, Count Full Ovelaps means the vacation code count is three because three people are on vacation from 8:30M-9AM.
	Specialty with Count Full Overlaps and Count for each set to 2. Means people with multiple specialties contribute towards the applicable specialty count. The dotted line shows areas available for time off for that specialty.
Default Threshold	Integer only. The Default Threshold field value applies for each of the selected Categories applied in the Target Filters criteria. Counts fixed/finalized (checked) records only. Max: 3 digits, example 999.
Edit Counts on Calendar	Used to navigate to the Threshold Calendar page where authorized users can modify the Default Threshold setting- only. A person must have the authority permission Calendar: Leave Threshold Override granted to modify default Leave Thresholds via the Thresholds Calendar located outside of the Setup area.
Target Filters	Used to define which staffing records to count. List of filters used as count targets. For example, a filter set to Unit 1, Unit 2, and Shift A - will return and apply counts to these items only. Filter Categories: Institution, Agency, Region, Station, Unit, Unit Type, Position, Shift Rank ^Specialty, ^Group Timeframe Note: Same as logic only (Equivalent and Can Act As is not supported). ^Specialty and Groups are cumulative because a person can have more than one Specialty and Group active at the same time; for instance, selecting two specialties means the person must have both to meet the criteria.
Counts	Defines which work code type items to return and count. Counts include Fix/Finalized records only (Checked records). Count Types include: Work Code Work Code Type Work Code Group Number In Search, use % or _ to return all applicable items. Note: When and which work codes, work code groups, or work code types trigger the dynamic issue Leave Threshold is configured in Setup > Dynamic Issue > Leave Threshold.
	Work Code Status Behavior: Counts towards threshold? Yes, counts towards threshold when applicable: Approved; Trade Cancel Pending; Trade Cancel Expired; Trade Cancelled Rejected; Trade Cancel Approval Pending; Null Status. No, does not count towards threshold when applicable: Approval Pending; Approval Expired; Denied; Trade Pending; Trade Accepted; Trade Expired; Trade Rejected; Trade Cancelled Accepted.