Member App – Response to Shift Tasks Checklist
Shift Tasks for Member
To provide the response to the assigned Shift Tasks Checklist by the member:
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Open the Shift Booked in the member app.
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In the Shift Booked screen, a floating Orange Tasks Checklist icon is visible.
On the top-right of the Tasks Checklist icon, the indicator shows the status of the assigned Shift Tasks Checklist to the member.
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Click the Tasks Checklist icon, and the Shift Tasks assigned to the member are shown.
Task Checklist Icon Indicators
The Task Checklist Icon Indicators is shown on the floating Orange Tasks Checklist icon. This Task Checklist Icon Indicator signifies the status of the assigned Shift Tasks Checklist to the member. Members can view the details of the Task Checklist Icon Indicators by pressing the help icon on the top-left of the mobile app screen.
On opening the Shift Booked, members should note the status of the Task Checklist Icon Indicators. The Shift Tasks assigned to the members can be optional or mandatory.
Submit Shift Tasks
On clicking the floating Orange Tasks Checklist icon, the Shift Tasks screen opens. In the Shift Tasks screen:
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The Shift Tasks Groups assigned to the member are displayed with the Shift Task Group Name, Group Description, number of tasks assigned, and instruction.
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Each Shift Task Group can have a Minimum number of Responses required for the member. This implies that members must provide the specified minimum responses.
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To respond to the Shift Tasks:
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Member should tap on to select the response as ‘Yes’ or ‘No’ for each task.
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Based on the response provided by the member ‘0 out of N Tasks Completed’ will get updated.
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Members need to respond to the tasks marked with a red asterisk (*).
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The member can reset the responses provided for the task group by clicking the Clear. On clicking the Clear, a confirmation message is displayed to confirm whether you want to clear the responses for the selected task group.
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To reset the responses for any task in the task group, clear the task response by sliding the required task towards the left of the screen.
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If the member does not complete the required/mandatory tasks, he will not be able to submit the timesheet and the Shift Task Submission Alert message will be displayed.
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Once the required response is provided for the Shifts Tasks assigned to the member, click Done.
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On completing the Shift Tasks Checklist, you will observe that the Task Checklist Icon Indicator will change to task selection is completed successfully as shown in the figure below.
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Now the timesheet is ready to be submitted
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Provide the signature and submit the timesheet for client/supervisor review and approval.
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If required, provide the Supervisor Signature before ‘Confirm Timesheet Submission’.
The Supervisor will be able to review or view the task group if the Supervisor Review is set to ‘True’ for the displayed group.
Before submitting the timesheet, ensure to select the ‘I verify the information in this timesheet to be correct & true’ checkbox to enable the Confirm Timesheet Submission else you will not be able to submit the timesheet.
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Client Portal – Review Shift Tasks
After the member responds to the assigned Shift Tasks Checklist, the submitted timesheet is ready to be reviewed and approved by the client.
The client will review the Shift Tasks response provided by the member and click Done before approving the member’s timesheet.
Show Responses in Digital Timesheet
For the Show responses in Digital Timesheet set to ‘Yes’ in the Client Details - Online Permission page, the Shift Task Checklist with member’s responses will be printed on his submitted timesheet as shown in the figure below.
Note that from the existing list of Task Groups in the Client Details - Online Permission page, only one active Task Group can be set to ‘Yes’ for Print Timesheet.
The ‘I verify the information in this timesheet to be correct & true’ consent information of the member will be printed on the submitted timesheet.
