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Planning validation rules: make them blocking

Cescia Vanhout avatar
Written by Cescia Vanhout
Updated this week

๐Ÿ“‹ Planning validation rules: blocking or non-blocking

In Strobbo, you can set planning validation rules as blocking.

โš ๏ธ What does this mean?
When a rule is set as blocking, violating it will prevent the worktimes from being sent.

๐Ÿšจ Error and Warning Notifications for Rules

There are two types of notifications when applying rules:

โŒ Error notifications: Generated by blocking rules. They indicate a strict rule violation that requires action.

โš ๏ธ Warning notifications: Generated by non-blocking rules. They alert you to a possible issue but do not block the process.

โš™๏ธ How to set a blocking planning validation rule?

When creating a planning validation rule, you can easily check the option to make the rule blocking.

Want to change an existing rule? No problem! You can always edit it and check the blocking option to convert it.

Rules converted from old notification settings are set to non-blocking by default (but you can change this by simply checking the option).

This means violations of these rules will generate warnings but will not block sending worktimes.

How can you see this on the planner?


As an example, we have set up the following 2 rules:

  • โฐ Maximum 8 hours per day: blocking rule

  • ๐Ÿ•— Must work between 08:00 and 20:00: non-blocking rule

The notification sidebar is now split into two subcategories:

  • โŒ Errors (error notifications) for blocking rules

  • โš ๏ธ Warnings (warning notifications) for non-blocking rules

The border of a worktime is determined by the type of notification linked to that worktime:

  • โš ๏ธ If the worktime only has warnings, the border will be orange.

  • โŒ If the worktime only has errors, the border will be red.

  • ๐Ÿ”ด If the worktime has a mix of warnings and errors, the border will also be red.

When you hover your mouse over a worktime, both error and warning notifications will be visible.

  • โŒ Error notifications are always shown first.

  • โš ๏ธ An icon indicates whether the notification is an error or a warning.

๐Ÿ“ค Sending Worktimes


When you try to send worktimes, we first check if there are any errors in the worktimes you want to send.
If so, we will block sending these worktimes by default. โ›”

Overruling the Block


You can overrule this block and send the worktimes anyway, but you must first provide a reason why you are doing this. โœ๏ธ
Who can overrule this block is determined via the role selector in the planning validation rules settings. ๐ŸŽ›๏ธ

Logging

The sending of worktimes is also logged via audit logging, including the reason provided. ๐Ÿ“

๐Ÿšซ No Permission to Send Worktimes with Errors?
If you do not have the correct role to overrule blocks, you cannot send worktimes with errors.

โš ๏ธ Overruling sending worktimes with errors


Who can overrule the block is set in the admin settings, on the Planning Validation Rules page. โš™๏ธ

You can choose from 4 options:

  • None (Nobody can overrule errors) ๐Ÿšซ

  • Chef ๐Ÿ‘จโ€๐Ÿ’ผ

  • Admin ๐Ÿ› ๏ธ

  • Super-admin ๐Ÿ‘‘

This works hierarchically: if you select โ€œChef,โ€ users with higher roles like โ€œAdminโ€ and โ€œSuper-adminโ€ can also overrule.

By default, this is set to Chef, so all users with that role or higher can overrule unless specifically restricted. โœ…

When you are authorised to send worktimes with errors
This applies when your role allows you to overrule and send worktimes that contain errors. The following screen will appear, if you do want to send the worktimes, including the errors click on "Send with errors".

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