Allocations
Master the Allocations module to efficiently manage shifts and rosters within your organisation.
Client Allocations
- Glossary of Shift Status Codes
- How to Search and Filter Shifts within the Allocations Screen
- How to Enter a Single Shift
- How to create duplicate shifts?
- How to Enter Bookings for Multiple Shifts/Dates
- Allocations Search Options
- Broadcast vs. Released Shifts
- How to Broadcast Shifts to Members and Send a Notification
- How to Nominate Members into Broadcast and Send Notification
- Released Shifts
- Released - Send Notification Options
- How to send a Notification for a Released Shift
- Why can't a Member see a Released Shift?
- How to Accept a Member into a Shift
- How to decline a shift on behalf of member.
- How to make a booking note for a shift.
- How to withdraw a shift
- How to Edit a Shift
- How to Book a Shift
- How to Cancel a Shift
- How to Enter a Purchase Order Number
- Shift Ratios
- How can I identify shifts that were booked directly by a professional/client?
- When sending a push notification my message bubble stays blue, and we want it orange so we can clearly see who has been contacted.
- Sending SMS and Push Notifications
- How to Enter Shift Status Notes
- How to Use Member Compensate
- How to Use Member Offered
- How to Use Client Proposed
- Shift Log - Tracking the Actions on a Shift
- How can I quickly edit member and client notes without going into their profiles?
- Why are some members not appearing in my Been B4 searches under delivery locations?
- Why can I not appoint a Member to a Shift?
- Why are members, who are not complaint with expertise, showing up in my search.
- Why are the sleepover shifts coming up as AM/PM/NS shifts on the members app?
- How to Upload a Location Document
- Difference Between Location and Shift Document
- Member Contact Card
- Why is the Allocations Padlock Suddenly Orange?