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This article applies to AmionNext only. AmionNext is the new web-based platform that allows users to manage and view Amion schedule data. To learn more about AmionNext, please see this page. 

For AmionClassic users, which covers OnCall desktop application and OnCloud, please follow the relevant article link below. 

For swaps in AmionClassic, please see this support page for staff and this support page for schedulers. 

What are swaps? 

Swaps, also know as shift-trades, are when one staff member swaps a shift with another colleague. For example, Doctor A trades one shift (Monday January 1 Clinic Shift 8a-8p) with Doctor B's shift (Tuesday January 2 Clinic Shift 8a-8p). If accepted, Doctor A will receive the January 2nd shift, while Doctor B receives the January 1 shift. 

For 1-way swaps in AmionClassic, also known as shift give-aways, please see this support page. 

How to submit a swap request? 

From Amion Viewer, open the My Schedule activity:

1. Using your mouse, right click the desired shift to swap
2. Select Swap option and the Request Submission sidebar will open
3. Under Your Assignment, select the desired shift you want to trade
4. Under Their Assignment, select the staff member and the desired shift you want to trade for
5. The Comment field is optional; enter a comment for the staff and/or admin approver to see.
6. Click Submit Request

An alternative way to submit a swap request, open the My Schedule activity:

1. In the Request sidebar, click on New Request
2. Validate you are in the Swap Request tab and the desired Month is selected in My Schedule activity
3. Under Your Assignment, select the desired shift you want to trade. Hint: The dropdown will only show the list of shifts for that current month. 
4. Under Their Assignment, select the staff member and the desired shift you want to trade for
5. The Comment field is optional; enter a comment for the staff and/or admin approver to see.
6. Click Submit Request

Note: Your request is not final until it approved by the person you are trying to swap with. For some schedules, final admin review and approval by schedulers is also required. 

As a staff member, how to accept/decline a swap requests?

From Amion Viewer, open the My Schedule activity: 

1. In the Request sidebar, find the swap request
   • Hint: Use the drop down filter and select Pending to only show pending requests, as opposed to requests that already been acted upon (e.g. approved, declined, expired, etc)
2. Select Accept or Deny button, as appropriate; a comment is optional

If the schedule does not require admin approval of swaps, then the swap is final. Please validate the shift-trade by going to My Schedule for the newly assigned service assignment. The schedule will be updated instantly for all parties. 

Admin Review of Swap Requests

As an optional setting, scheduler may choose to enable final admin review of all swaps. In effect, swaps are not final until approved by the scheduler who manages your schedule. The scheduler will receive notification once both parties have agreed to the swap request and will approve or decline.

For more on configuring admin review of swap requests, please see this support page. 

As a scheduler, how to approve/decline swap?

From Amion Manager, open the Tasks activity:

1. On the left hand side, review the Requests sidebar
2. Select the swap request
3. Click Approve or Deny button as appropriate; a comment is optional