Knowledge base article

What are restrictions?

Restrictions are used to prevent one member of staff being on leave at the same time as another member of staff. You set who cannot be off with whom at the same time, and the WhosOff system will not process a normal staff request where a restriction is in place, unless overridden by a super user.

How to manage restrictions

Restrictions are managed per staff member, to manage restrictions you can follow these steps:

1. Login to your WhosOff account.
2. Click on the "Administration" tab.
3. Under Staff Administration, click on Manage Staff Members.
4. From the list of staff, locate the member of staff you wish to add a restriction to (if you can't see the staff member you wish to delete you can use the department selector at the top of the screen).
5. Next to the staff members' record, click on Restrictions.
6. From the resulting screen you can manage the restrictions for the selected staff member, creating or removing restrictions that are in place.

Important points to note:

1. Restrictions are not 2-way, they must be set on both people to apply in both ways (or use the Add Reverse Entry when setting up new restrictions).
2. When the Super User is using the administration area to add leave for any member of staff, restrictions are NOT applied.