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How to Limit Requests on for a provider

The maximum number of requests that a provider can request can be specified at the level of the location, at the level of a provider in either the provider information or the provider settings screens. If the option in the provider settings screen is available for request versions only.

Location level

• Click on the 'Admin' tab and then select 'Edit Location' from the menu
  
  
  
  
• Now scroll down to the 'Provider requests' tab

 

• In the 'Shift requests' section, within the 'Assignment requests', you can now set a 'Maximum number of requests per provider per schedule'

 



 

• Lastly, click on 'Save Changes' to apply the update.

 

Level of a provider

• Select the 'Scheduler' tab

 

• To access the 'Provider Information' screen, click on 'Manage Providers' from the 'Customize Schedule' menu or select a 'Requests' version from a schedule to access the 'Provider settings'

 



 




• Enter in a maximum number for a specific provider from the 'Provider Information' screen or the 'Provider settings' screen

 



 

• A text field will display within the 'On requests' column if this privilege is enabled from the 'Staff' tab > 'Edit User'.

 

• Lastly, click on 'Save Changes' to apply the update.

 



 

• Note that if a provider does not have the privilege to request assignments then this option does not apply to them.