Streamline updating shift statuses by enabling the approval process. With the approval
process, service resources and territory managers receive email alerts when a shift is created,
approved, or rejected.
Required Editions
| Available in: Lightning Experience. |
| Available in: Enterprise and Unlimited Editions |
- Create a Queue
A queue defines the roles that receive email notifications. Create a queue to send email notifications to territory managers or services resources when the status of a shift is updated.
- Create Email Templates
Define email templates for each status of a shift. For example, you can create email templates for creating, approving, or rejecting a shift.
- Create an Approval Process
Create an end-to-end process for approving or rejecting shifts.
