{"id":98586,"date":"2019-07-10T10:04:22","date_gmt":"2019-07-10T08:04:22","guid":{"rendered":"https:\/\/churchtools.academy\/help\/non-knowledgebase\/uncategorized\/exchange-button\/"},"modified":"2026-11-05T09:45:03","modified_gmt":"2026-11-05T07:45:03","password":"","slug":"exchange-button","status":"publish","type":"docs","link":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/administration-events\/exchange-button\/","title":{"rendered":"Exchange Button"},"content":{"rendered":"\n

When employees cancel a role without arranging for a replacement, it creates extra work for the manager. With the \u201cSwap\u201d button, this task can be delegated to employees, and roles can be filled more quickly by a suitable person. If someone is unable to work a role, they can now use the \u201cSwap\u201d button to swap their role with another person.<\/p>\n\n

Requirements<\/h2>\n\n

There is no specific permission required for the \u201cSwap\u201d button. Whether it appears or not depends on two factors:<\/p>\n\n

1. Swapping is allowed<\/h3>\n\n

For events, the exchange must be permitted for the respective role. This means that in the module’s master data<\/em>, you must click the wrench icon for a role<\/em> and then, in the “Edit Role<\/em> ” window, check the box next to “Service requests may be exchanged<\/em>.”<\/p>\n\n

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2. Swap Partners Available<\/h3>\n\n

The \u201cSwap\u201d button appears as soon as there are potential swap partners for the current role. Example: People have already been assigned to the \u201cWorship\u201d role for future dates. Therefore, the \u201cConfirm,\u201d \u201cDecline,\u201d and \u201cSwap\u201d buttons appear next to the respective role.<\/p>\n\n

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Make a trade request<\/span><\/h2>\n\n

When you click the “Exchange” button in a role, a list of all the people you can exchange with will appear. <\/p>\n\n

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By clicking ” Submit Exchange Request<\/em>,” you can send a request to one or more people. The exchange partner will then receive a notification on the Home page about their pending exchange requests. They can accept or decline these requests.<\/p>\n\n

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A notification about the exchange request also appears in Events.<\/p>\n\n

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E-mail Notifications<\/h2>\n\n

The following e-mails are sent:1. A trade is requested (the following trade icon appears in Events:)<\/p>\n\n

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2. Exchange request was declined3. Exchange request was accepted (in Events, the participants’ names are swapped and marked as confirmed)4. Exchange request was canceled<\/p>\n\n

In the event of a rejection or cancellation, the exchange process starts over from the beginning. Anyone who has already been requested and has declined will be displayed <\/em>again under \u201cStatus\u201d <\/em>in \u201cSubmit Exchange Request<\/em>.\u201d<\/p>\n\n