Fill by Rules Field Descriptions

The field descriptions below correspond to the selected vacancy.

Field Name	Contact Log Field Description
Vacancy Area	All vacancies highlighted on the roster are displayed in the Vacancy Area at the top of the window. All vacancies are sorted by Fill Order. To view a list of qualified candidates for any specific vacancy, left click on a vacancy and the list of qualified candidates redraws. A vacancy that needs to be staffed shows a red alarm icon that looks like a bell. When the position is staffed the red bell turns gray. When the vacancy is partially staffed, it splits into two rows.
Fill Order	The Fill Order shows the Fill Priority. This determines the order in which to fill open positions when staffing for multiple positions via the Contact Manager. Lower values have priority in the Call Queue.
Hours	Shows the total hours for the vacancy.
Description	Shows the Unit and Position details of the vacancy.
Date	Shows the date of the vacancy.
Start	Shows the start time of the vacancy.
End	Shows the end time of the vacancy.
Contact Log	Shows the contact log history for the selected vacancy.
Work Code	Each vacancy has a suggested work code that shows in this field by default. This work code will be assigned to the selected candidate when staffed unless a different work code is selected the list.
Detail Code	This optional ten character field is the unmarked box to the right of Work Code. The field may be disabled if the work code is configured to NOT require a Detail Code. If the work code requires it, enter a Detail Code to more fully describe the Work Code, or the reason for using the work code. This code displays on the roster, and is used for reporting and exporting data to a payroll system.
Note	This is an optional text field. Enter up to 100 characters in this field to further describe/explain the use of the work code, if the Work Code allows it.
Account	This code identifies who is paying for a particular staffing record. An Account Code may be required, optional, or not needed depending on the configuration of the Work Code. In a Dimensions integration only applicable and available cost centers appear for each person as selectable items in the Account menu. Cost Centers are retrieved from Dimensions using the Workforce Dimensions Data Import Task, and stored in this application as of version 7.1.14+, 7.2.5+, and 7.3.1+. For additional information see topic, Workforce Dimensions Data Import Task.
Assigned Jobs	Displays a list of jobs from Dimensions for the selected user. A Dimensions product license is required to view the Transfers panel, and at least one of these user permissions must be granted: Roster: View Schedule Transfers and/or Roster: Edit Schedule Transfers.
Labor Categories	Displays a list of labor category entries by day from Dimensions for the selected user. A Dimensions product license is required to view the Transfers panel, and at least one of these user permissions must be granted: Roster: View Schedule Labor Categories, and/or Roster: Assign Schedule Labor Categories.
From	Shows the start time of the vacancy. Enter a new start time, if desired. The format is mm/dd/yyyy hh:mm based on a 24 hour clock. The date is not displayed if the time is within the vacancy’s period. if the date appears, then the time is before the vacancy’s target period.
Through	Shows the end time of the vacancy. Enter a new end time, if necessary. The format is mm/dd/yyyy hh:mm based on a 24 hour clock. The date is not displayed if the time is within the vacancy's period. If the date appears, then the time is after the vacancy's target period.
Hours	Shows the duration of the vacancy. Enter a new duration, if desired. When the Hours field is updated the Through field updates automatically. A vacancy can be filled for the entire duration or for part of the duration.
Off-Duty Phone On-Duty Phone	This field shows the selected candidate’s preferred contact number. On Duty - the candidate is working when the opportunity is offered. This is the Phone associated with each level of the organizational hierarchy. The number displayed comes from the lowest organizational level of the candidate’s assignment to have a number associated with it. Off-Duty - the candidate is not working when the opportunity is offered. The number displayed toggles between the person’s 1st Contact and 2nd Contact numbers.
Contact	Used to show the candidate’s contact information now, meaning this moment in time- not for the target day and time.
Outcome	Shows contact outcome records and mainly used to track call outcomes when notifying candidates of an assignment or opportunity.
Log	Shows the Contact Log queue and call history for the selected vacancy.
List Chain menu box	Each position is configured with a default List Plan association. The List Plan determines which List Chain to turn on for the target datetime and vacancy requirements. The list chain shown in the menu box is the default list chain for the target date and time of the vacancy. If desired, a different list chain may be used to change the staffing criteria. Select <none> to show a list of all active people and grant <user assigned> staffing - this setting assumes the user has the expertise and command level to bypass business rules and select anyone to fill the position.
Refresh	By default, the Fill by Rules page automatically refreshes when opened, a new list chain is selected, or a vacancy is highlighted in the Vacancy area. When auto-refresh is turned on, use the refresh button to redraw the list of candidates.
Smart Groups	The icon that looks like a magnifying glass is the Smart Groups feature and used to locate or limit specific record items for the applicable column.
#	The sort order number of the qualified candidate.
Person	Shows the candidate’s name as Last Name, First Name, Middle Initial. The number of candidate displayed is dependent on the number of lists executing. See Options menu box.
List	Shows the name of the List under which the candidate qualified. Within the List Chain there is an initial List and there may be subsequent Lists defined within the List Chain. The initial list gathers, sorts, and prioritizes candidates according to the business rules identified during configuration. Subsequent Lists may execute in the Candidates area, depending on the Options selected (above). This is the result of continuous chaining of Lists until the entire staffing strategy (List Chain) completes.
Rank	Shows the candidate’s rank for the target date and time of the vacancy.
Opportunity Factors	Shows the selection criteria for each candidate.
Audit	Shows the audit trail, how and why a rule qualified or failed a candidate.
Fill Another	Used to remain the Fill By Rules page in view and fill another vacancy. Notable Application Behavior: When filling multiple vacancies via Fill by Rules from the Roster and Fill Another is selected on the Fill by Rules task dialog box, any partial vacancies on the top-left pane will suppress if the Vacancy Strategy contains a Dynamic Condition of type DURATION - and the parameter in DURATION evaluates TRUE. Functionality available as of application version 7.1.4.