Rule-based approval using Request Manager

Rule-based approval using Request Manager

With Request Manager, you define the scheduling policies/rules, and the web-based application enforces them the instant requests are entered. Since the software executes your pre-defined policies mechanically, policy legislation is effectively separated from policy enforcement, allowing your group to focus on identifying an agreeable set of rules to govern your absence requests. The flexible design of Request Manager allows users to define complex custom policies.

Request Manager approves any request automatically unless the request violates one or more of the pre-defined rules. If the system cannot approve a request due to some rule, the request enters a pending state and the user is given a description of the rule that prevented the request’s approval. The scheduling administrator can override the rule by manually approving a pending request. Since most requests are valid, the system avoids involving the scheduling administrator in most cases. When the scheduler’s intervention is required, i.e. when a request becomes pending due to a rule violation, the scheduling administrator is automatically emailed a summary of the event. 


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Autumn Moser, M.D.

"Lightning Bolt was the only scheduling system we looked at that had the flexibility and sophistication to accommodate our many needs."

Providence Health Systems - Everett Clinic, Everett, WA
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