How to Edit Booking?

The user will be able to edit or cancel the booking based on the Master Settings in the Booking for ‘Set Shift Cancellation rules and alert: Define the time restrictions on Client to be able to edit or cancel booking’. In case the toggle is set to ‘YES’, the user will be able to edit/cancel the booking.

In case the setting is set to ‘NO’ for the user:

The View and Cancel icons will appear against the shift in the Booking screen.
When the user clicks the View icon, the Edit Booking(s) pop-up appears in the view-only mode.

Note the following points:

Editable fields available in case ‘client is editing a shift with active member(s)’ → Booking Notes, Delivery Location, Qualification, Upload Document, Expertise, Sub-Expertise, Order Number, Authorised By, Reason for Shift edit, and Preferred Personnel.
Editable fields available in case ‘client is editing a shift without active member(s)’ → Delivery location, Qualification, Shift Date, Shift Type, Start Time / End Time, Applied Infection with Restriction (if any), Preferred Personnel, Authorisation, Reason, Expertise, Sub-Expertise, Order Number, Booking Notes, Upload Documents, Order By, Timesheet, Check-In/ Check-Out, Replacing Member and Reason.
Past shifts and the shift for which the end time has crossed the current time are not editable.

To edit the existing Booking:

Select the Day from the Calendar and click Edit Booking

The Booking Details to View, Add, Edit selected dates page opens as shown in the figure below. You can edit the required Booking by clicking the Edit icon

Alternatively, select the Day and scroll down the page and all the existing Bookings are displayed. You can edit the required Booking by clicking on the Edit icon

Edit all the required Booking details

Note that the Fatigue Management, Infection Control, and Client Compliance checks will be applicable and shown in the affected shifts.

Click Confirm Shift(s) and the message ‘Shift(s) updated successfully.’ appears

Field Name	Description
Service Location	Shows the selected Service Location with the Shift Status of the shift booking. If the infection exists in the Service Location, it will appear in red with the infection icon. On tap of the infection icon, Applied Infection(s) pop-up appears that shows the infection details. Applied Infection: Shows the details of Applied Infection. Restriction Period: Shows the Restriction Period based on the Applied Infection field. NOTE: The Applied Infection and Restriction Periods are visible only in case the infection is applied on the shift.
Timesheet	Shows the timesheet number and icon. On clicking the timesheet icon, the user will be able to preview and download the timesheet. In case the timesheet does not exist, an alert message appears ‘Timesheet does not exist. Please contact agency staff.’ This field is visible only in case when the Shift Status is ‘Timesheet Submitted’.
Check-In/Check-Out	Shows the member’s Check-In and Check-Out details (in read-only mode). This field is visible only in case the ‘Shift Check-In / Check-Out: Enable shift Check-In / Check-Out in Member App’ is set to ‘YES’.
Replacing Member and Reason	Shows the name of the removed Member with Reason. This field is visible only when the member is removed or pulled-out of the shift.
Shift Date	Edit the booking date. Note that the past date cannot be selected.
Preferred Personnel	In the Preferred Personnel: When the client edits the shift and removes the personnel, the personnel will be pulled out of the shift by clicking Save. In this case, Shift Log will be created against the shift in the Allocations of the Staff Portal. When the client allocates new personnel in the shift, the shift status will change to client confirmed on clicking Save and the member can accept the shift. The Shift Log is created against the shift in the Allocations of the Staff Portal. The notifications will be sent to staff and members in both scenarios i.e. pull-out personnel or allocate new personnel.
Show More Fields: To edit more field details for the Booking, click the expand icon.
Authorised By	Provide the name of the authorised person (i.e. professional name) associated with the client. If the professional is logged in, the professional name will be selected by default. You can also select the authorised person from the Authorisation pop-up by clicking on the plus icon.
Notes (Details of shift changes)	Provide the Notes with the reason to edit the shift.
Booking Notes	Edit the Booking Notes. You can add the Booking Notes for the ongoing shifts.
Upload Documents	To upload the shift documents: Click the Upload icon and the Shift(s) Document pop-up window opens. Click Choose File to upload the document(s). You can upload multiple documents. You can View, Download, or Delete the uploaded document(s).
Order Number	Shows the Order Number. You can edit the Order Number (if required).
Order By	Shows the name who has ordered the shift.
Confirm Shift(s)	When all the required details are edited in the existing Booking, click Confirm Shift(s), and the message ‘Shift(s) updated successfully’ appears. On clicking Confirm Shift(s): An email notification and push notification (in the member app) with shift changes will be sent to the member. An email notification with shift changes will be sent to the internal staff. A Shift log will be created against the shift in the Staff Portal. The notification will be sent to the allocated member(s) along with the internal Staff and the Shift Log will be created against the shift in the Staff Portal.

Back to Bookings in the Client Portal 2.0