There are two configuration prerequisites to enabling you to transfer or exchange a shift:
- The task needs to be configured as transferable
- The member must be configured as eligible for the task
When offering a shift for a transfer or an exchange, the list of members to whom you can transfer the shift is populated with the members that are eligible for the task being proposed.
When exchanging a shift, you can select a task from your colleagues' list of available shifts that you are eligible to do.
In the case of an exception, a transfer needs to be executed although the two prerequisites are not met, the group's planner can be contacted to make the necessary schedule changes.