Advanced column type
Policy
A Policy column surfaces the result of a policy rule on the record; whether the assignment would break overtime, whether credentials are met, whether the match is allowed. It puts the rule's verdict where the operator can see it before acting.
Illustrative example
A rule evaluation on the record: pass, block, or flag, visible where operators work.
- 01
Table
Shifts
- 02
Field
Overtime check
- 03
Purpose
Blocks or flags assignments that exceed the limit.
A suggested way to organize your information. This diagram is not a product screen.
When to use this type
- 1Overtime and rest window checks on a shift assignment.
- 2Credential and qualification checks before a worker is placed.
- 3Location access and DNR checks on matches.
Column ideas for your team
Shifts
Overtime check
Blocks or flags assignments that exceed the limit.
Placements
Credential check
Verifies required documents before start.
Good to know
- 1Blocking policies stop the action; flagging policies allow it but warn; choose per rule.
- 2A visible policy result beats a mystery rejection: operators trust rules they can see.