How do I set up an arbitration profile?

The settings from the arbitration profiles page determine which checks are performed when arbitrating a duty. Setting the arbitration profile options will ensure that any duties that are not performed as expected are flagged for review.

The following video shows you how to set up an arbitration profile.

TIP: The tighter the criteria for passing a duty, the more duties that will have to be manually arbitrated. This will take more time for the user to complete the task. It's a fine balancing act between getting too many duties to arbitrate and not enough

A default arbitration profile has been set up and is used system wide by default. However, additional arbitration profiles can be configured to apply to one or more sites. The arbitration profiles are set up from the Admin | General | Arbitration Profiles page:

Once the page has loaded, select +Add to create a new one:

Enter a Name for your profile
Enter a Description for your profile
Ensure that you profile is Active
Configure the profile that comprises five further key areas as shown (these are detailed over the following pages):
- Duty Checks
- Duty Start Checks
- Duty Finish Checks
- Duty Duration Checks
- Default Times
Select Save

Duty Checks

The settings in this part of the screen are used to configure the checks between the scheduled and operational phases of the duty. Each setting checks to see if there is a difference between the scheduled and operational phases for the given criteria (Employee, Times, Hour Type etc.)

Change of Employee	When selected, the system will check to see if the employee scheduled to undertake a given duty is the same as the employee undertaking the duty in the operational phase. If they’re different, there will need to be a manual arbitration of the duty
Change of Times	When selected, the system will check to see if the scheduled times for a duty match the actual time created in the operational phase. If they’re different, there will need to be a manual arbitration of the duty
Change of Hour Type	When selected, the system will check to see if the scheduled hour type for a duty match the actual hour type in the operational phase. If they’re different, there will need to be a manual arbitration of the duty
Change of Pay Level	When selected, the system will check to see if the scheduled pay level for a duty matches the actual pay level in the operational phase. If they’re different, there will need to be a manual arbitration of the duty
Manually Taken Off Calls	If an Off Call has been manually taken, there will be a need to undertake a manual arbitration of the duty

Duty Start Checks

In this section, two rules can be configured:

Duty Start Checks - Minutes Before – This rule states that if a duty is started within the time between the duty operation start time and that time minus the stated minutes, arbitrate the duty automatically. Pay and bill start will be set to your defined duty phases. If the duty is started before this time frame, then the duty will be placed into arbitration to be manually check
Duty Start Checks - Minutes After – This rule states that if a duty is started within the time between the duty operation start time and that time plus the stated minutes. arbitrate the duty automatically. Pay and bill start will be set to your defined duty phases. If the duty is started after this time frame, then the duty will be placed into arbitration to be manually check

Minutes Before	Select to enable, and configure the Duty Start Checks - Minutes Before arbitration rule
Minutes After	Select to enable, and configure the Duty Start Checks - Minutes After arbitration rule
Numeric value	Number of minutes that the rule is valid for
Pay Start	Select whether to Pay Actual or Operational for the rule
Bill Start	Select whether to Bill Actual or Operational for the rule

Duty Finish Checks

In this section, two rules can be configured:

Duty Finish Checks - Minutes Before – This rule states that if a duty is finished within the time between the duty operation finish time and that time minus the stated minutes. Then the pay and bill start will be set to your defined duty phases. If the duty is finished before this time frame, then the duty will be placed into arbitration
Duty Finish Checks - Minutes After – This rule states that if a duty is finished within the time between the duty operation finish time and that time plus the stated minutes. Then the pay and bill start will be set to your defined duty phases. If the duty is finished after this time frame, then the duty will be placed into arbitration

Minutes Before	Select to enable, and configure the Duty Finish Checks - Minutes Before arbitration rule
Minutes After	Select to enable, and configure the Duty Finish Checks - Minutes After arbitration rule
Numeric value	Number of minutes that the rule is valid for
Pay Finish	Select whether to Pay Actual or Operational for the rule
Bill Finish	Select whether to Bill Actual or Operational for the rule

Duty Duration Checks

In this section, two rules can be configured:

Duty Duration Checks - Minutes Under – This rule states that if a duty’s taken duration is within the time frame under the official duty duration minus the stated minutes. Then the start and finish pay and bill will be set to your defined duty phases. If the duty’s taken duration is under this set time, then the duty will be placed into arbitration
Duty Duration Checks - Minutes Over – This rule states that if a duty’s taken duration is within the time frame over the official duty duration plus the stated minutes. Then the start and finish pay and bill will be set to your defined duty phases. If the duty’s taken duration is over this set time, then the duty will be placed into arbitration

Minutes Under	Select to enable, and configure the Duty Duration Checks - Minutes Under arbitration rule
Minutes Over	Select to enable, and configure the Duty Duration Checks - Minutes Over arbitration rule
Numeric value	Number of minutes that the rule is valid for
Pay Start	Select whether to Pay Actual or Operational for the rule
Bill Start	Select whether to Bill Actual or Operational for the rule
Pay Finish	Select whether to Pay Actual or Operational for the rule
Bill Finish	Select whether to Bill Actual or Operational for the rule

Default Times

If there is no way to derive the start or the end times for arbitration, set any times not set, using these start and end times. This ensures that a duty that has passed arbitration has a set start and finish, pay and bill phase

Pay Start	Select whether to Pay Actual or Operational for the rule
Bill Start	Select whether to Bill Actual or Operational for the rule
Pay Finish	Select whether to Pay Actual or Operational for the rule
Bill Finish	Select whether to Bill Actual or Operational for the rule