Editing or Deleting Shifts: What Happens and Who Gets Notified

🗑️ Editing or Deleting Shifts: What Happens and Who Gets Notified
 

📘 Article Purpose

This article explains how to edit or delete shifts in the Field Schedule, who can perform these actions, and how notifications are triggered for affected users.

✏️ How to Edit a Shift

🧭 Steps:

1. Click on any shift (draft or published) in the Field Schedule
2. The Shift Slider opens
3. Make your changes (date, time, users, description, etc.)
4. Click Submit to save changes

✅ Who Can Edit Shifts?

Only users with the Manage Schedule permission can:

• Edit shifts
• Delete shifts
• Create new shifts

This permission is configured under:

Settings > Roles & Permissions > Schedule > Manage Schedule

🔔 Who Gets Notified After an Edit?

If the shift is already published and assigned to users:

Notifications Are Sent For:

• Time/date changes
• User being added or removed
• Project or cost code updates (if clock-in fields are locked)

Users Are Notified If:

• The following are enabled in Settings > Notifications:
  • Shift Assignment/Update Notifications
  • Scheduled Shift Reminders
• AND their Preferences > Email or Push Notifications are enabled

❌ How to Delete a Shift

1. Open the Shift Slider by clicking the shift
2. Look for a Delete or Trash icon (UI may vary slightly)
3. Confirm the deletion

⚠️ Only users with Manage Schedule permission can delete shifts.

🚨 What Happens After Deleting a Shift?

• The shift is permanently removed from the schedule
• Assigned users will no longer see the shift
• No historical record is kept (deletion is not reversible)

📧 Users may receive an email or push notification if notifications are enabled.

🧠 Best Practices

• Always notify users manually when deleting important shifts
• Use the Draft state for temporary holds instead of creating & deleting repeatedly
• Reassign users instead of deleting when a shift needs to be moved