The Allocations Toolbar provides quick-access tools to manage shifts, members, and client details without opening each record individually.
Full Screen
Expands the Allocations screen and hides the top navigation bar to maximise workspace.
Filter
Opens the main filters for Client and Member Allocations.
Filters applied here are semi-permanent and stay active until removed or changed.
Use this when you need to narrow your view to a specific:
-
client
-
office
-
location
-
shift status
-
date range
Ready
Provides access to member availability tools:
Standby
Shows members marked as on standby for the current day.
Double Shift
Shows members who are available for two shifts that day.
If you are locked in a shift, both lists filter automatically to match:
-
shift type
-
office
-
availability
Note Actions
There are multiple note tools available:
Financial Note
Flags the shift for finance follow-up (for example, KM allowance).
Shift Worth
Displays the total value of the shift.
Case Notes
Opens client case notes to update, add, export or send.
You can also add internal shift notes that stay with that booking.
Refresh
Refreshes Allocations without refreshing the browser.
Use when:
-
a shift changes status
-
someone else edits a record
-
broadcast or appoint actions update the screen
Status
Allows you to change the status of selected shifts using the drop-down.
Edit
Allows editing of one or multiple shifts.
For multiple shifts, they must:
-
be at the same service location
-
have the same status
Fields available include:
-
delivery area
-
qualification
-
expertise
-
shift type
-
start / end times
-
authorisation
(Page 2 explains this clearly.)
Allocations Info
Job
Access to Unmanaged Jobs (Additional Feature).
Book
Books the shift once the client confirms the member.
Unlock
Unlocks your screen if you are locked into a shift.
Appoint
Manually appoint a member to one or more shifts.
⚠ Overrides several safety checks — use cautiously.
Accept / Decline
Accept or decline a shift on behalf of the member.
Remove
Removes a member who is not yet booked.
Use when member:
-
can’t be contacted
-
accepted by mistake
-
withdraws before confirmation
Unassign
Used for bulk removal of different shift status and members but same faciliate to do a bulk removal
Confirm
Used when the client confirms but member still needs to respond.
If the member accepts, shift goes straight to Booked.
=Also used when time is changed.
Cancel
Cancels a booked shift (member must acknowledge).
Withdraw
Stops allocation — client no longer requires cover.
Unfill
Quick access tool for status “Shift Unfill”.
Document / Member / Client
-
Attach/view shift-specific documents
-
Quick access to member details
-
Quick access to client details
Right-Click Menu — Shift Drop-Down Function
Right-clicking a shift opens a context menu that lets you take actions quickly.
Quick Search
Search for suitable members immediately.
Add New Booking
Creates a new shift from this screen.
Search
Advanced search functions.
Availability
Review member availability for the shift.
Clear Lock
Unlocks the shift if it is locked.
Cancel Booking
Cancels the shift booking and logs the cancellation.
Duplicate Shift(s)
Copies the selected shift.
Same Day Duplicate
Creates another shift for the same day.
Next Day Duplicate
Copies the shift to the following day.
Release Shift
Releases shift back for re-allocation.
Release with Broadcast
Notifies suitable members via broadcast when released.
Reinstate Shift
Brings back a cancelled/withdrawn shift.
Select Shifts Booked Together
Highlights all related shifts linked to the same booking.
Released – Send Notification
Sends communication regarding a released shift.
Shift Worth
Displays financial value of the shift.
Mandate Notes for Timesheet Submission
Forces notes to be entered before timesheet is submitted.
Attach Shift Task Group(s)
Connects tasks required for the shift.