How to get R&R and leave notifications for more effective mobilisation and avoid overbooking staff

Click on Settings.

Then click on General. You now have the option to switch on the R&R VALIDATION.

Once it’s switched on the toggle will turn green. Now, upon mobilising a staff member to a job, a validation check is made between the mobilised staff member and any R&R or Approved Leave that is recorded on the Sprintsuite master schedule. If there is an overlap between the proposed mobilisation dates and any R&R or Approved Leave, a notification will be made to warn you.

Once it’s switched on the toggle will turn green.

Now, If you mobilise a staff member who is on a leave. The below LEAVE OVERLAP WARNING pop-up will appear. However, you can still proceed to mobilise if you wish.

If you mobilise a staff member who is on an R&R. The below R&R OVERLAP WARNING pop-up will appear. Again, you can still proceed to mobilise if you wish. Clicking Ok means, you can still proceed to mobilise.

If you attempt to book a staff member onto a job with overlapping dates/times as an existing mobilisation on that staff members’ schedule, you will also receive a notification. However, you can still proceed to mobilise by clicking OK.