To add new request(s) for the Staff Preferences:
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Click Add Request(s)
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The Add Personnel Requests pop-up window opens. Provide all the required details
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Click Save and the new request(s) is saved successfully
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Field Name |
Description |
|---|---|
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Requested By |
Shows the name of the logged-in user with the creation date and time. |
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Request Type |
Select the Request Type as Preferred Personnel or Restricted Personnel. To select the Request Type:
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Service Location |
Shows all the available Service Locations. If the Service Location is already selected in the Staff Preferences landing page, the selected Service Location will reflect in the new request. To select the Service Location(s):
The new request added will apply to the selected Service Location and all associated Delivery Locations. Users can select multiple Service Locations associated with the logged-in client/professional. Note that multiple locations will be visible only in case the user is associated with multiple Service Locations.
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Delivery Location |
Show all the active Delivery Locations associated with the selected Service Location. To select the required Delivery Location:
The new request added will apply to the selected Delivery Location(s) against the selected Service Location. NOTE: If multiple Service Locations are selected for the new request, the Delivery Location(s) will be disabled for selection.
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Personnel Name |
Shows the name of the personnel based on the selected location. Select the personnel name from the available list for the new request. NOTE: The personnel name shown are all ‘been before personnel’ who are neither restricted nor preferred personnel and have worked for the location.
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Reason of Request Type Selected |
Based on the selected Request Type, select the Reason of Request Type from the available list.
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Notes |
Provide the Notes for the new request (if required). |
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Authorised by |
Provide the name of the authorised person in case you are creating a new request on behalf of someone else who is authorised to contact an Agency Staff. |
Validation for the Future Bookings
While adding the new restriction request for the personnel in the selected location, if the selected personnel is already booked for any future shifts in a similar location, the system will not allow the client/professional to create this restriction and display the validation message. The validation message shows ‘System has found this member in future bookings with your facility. To restrict this member now, you need to contact an Agency Staff’ as shown in the figure below.
