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How to appoint member for single and multiple shifts
Allocations staff are able to appoint members to shifts directly from the Allocations screen.
Members can only be appointed to shifts that are in the process area of the Allocations screen.
To appoint a member into a shift, you need to lock the shift by clicking on the box as shown below-
Once you have the shift locked, the blue lock
then shows as a red lock
.
To proceed with appointing a member to a shift, you need to select "Appoint" from the quick action toolbar and choose the "Single Shift" option.
When the assign screen appears, type in the member's name and select "Assign".
Tip: You can start typing the name of the member and then auto-select.
A warning screen will appear, press "OK" to proceed with the appointment if you are sure.
The shift will then be moved to the "Hold" section of the Allocations screen, and the shift status will be changed to "Member Assigned" ✅.