Allocations Body Explained

Meter

Within this Colum, you can see the timing of How long it has been within the system since being entered

Last

Within this Colum, you can see the timing of How long it has been since the last action as been taken on the shift

Shift Status Notes

Within this Colum, you can see the Shift Status Notes can be updated by

1. Selecting the Shift

2. Typing in your note

3. Then Click the Icon - Note

   

Shift Status

Within this Column you are able to see what status is there - For more information please review Glossary of Shift Status Codes

Another Function of this is if you click on it you are able to email the client/professional or member using your email templates

SMS

This icon will only work if you have members within the shift. For more information Sending SMS and Push Notifications

You can click the icon and it will fill in the member/s number so you can send PN or SMS using templates or type your own message

Members

Within this section, you will be able to see members' names if allocated and if you click on the member name you will bring up the member contact card - If there are multiple members you will see all contact cards.

For more information Member Contact Card

Search

If you select this it will allow you to complete a standard search (Matching AVAILS, QUAL, OFFICE)

For more information please review Allocations Search options

Gender

This Icon Only works if there is a member in the shift and it will change to

Female

Male

Other

If you click this you will get the What is a Member Card?

Priority

This shows the Priority of the Shift (Service Location) and the lower the number the higher priority so these shifts will be shown at the top of the screen getting priority of allocations

Office

Within this, you are able to see the Office that the Service Location is Attached to.

If you click this you will be able to view the following information - You are able to search another location from the drop-down at the top or load the tree structure and change the data that way

Lock

This shows if the shift is locked by another member or if there is a location document attached

If it is Orange - it means there is a Shift document attached - Why is my padlock orange?

If the shift is red it means another user is locked on the shift and you are able to access the shift at the same time. If you hover over the locked shift you will be able to see what user is locked onto the shift

Select

This allows you to select on 1 or more shifts

BN - (Booking Notes)

If this is orange it means that there is booking notes on that shift

If it is blue it means there are no booking notes

To Add/Edit - Please select the and then update and save.

Please note that Booking notes can be

• Internal

• Show to Member

• Show to Client

Service Location

This shows the Service Location which is where the shift is taking place

SMS

This allows you to SMS the client/professional

Delivery Location

This shows the Delivery Location if required and usually as a separate address of the service location

Qualification

This states the Qualification required for the shift

Expertise

This states the expertise of the shift if required which you are able to search on

Start Date

This states the Date of the shift

End Date

This states the end date of the shift - usually only if it is an unmanaged job - Growth Module - Unmanaged Jobs

Day

This states the day of the week of the shift

Shift

This states the Shift Type = AM - PM - NS - SL etc

Start

This states the start time of the shift

End

This states the end time of the shift

Professional

This shows the professionals name who requested the shift

Number

This is referring to the Shift Ratio, For more information Shift Ratios

S Log

This is the Shift Log - Which shows you everything that has happened within actions on that shift

C Log

This shows the booked/timesheet submitted shifts for that location which you can filter with a date range. You are also able to search for other clients' names from here.

R & R

This allows you to view the Member requests and Restrictions/Client Restrictions and Requests for that Service Location. You are also able to search for any other service/delivery to review

Order No.

This shows the order number that you entered at the time of the shift

Suburb

Within this section, you are able to see the suburb where the service location is based in

Loading Speed

DB Execution Time : 0.220 Sec | Total Time Elapsed : 1.072 Sec

If you ever feel like there is a lag within your system please provide us with a screenshot of the information below