Staff Preferences in the Client Portal 2.0
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      How to Edit Single/Multiple Requests?

      You can edit the existing request for preferred and/or restricted personnel. The Edit Request can be a single or multiple request for the preferred and/or restricted personnel.

      Edit Single Request

      To edit the single request:

      • Click the Edit Request icon in the Status and the Edit Personnel Request(s) pop-up window opens

       

      • You can edit the Reason of Request Type Selected, Notes, and Authorised by fields in the existing request for the personnel

      • Edit all the required details

      • Click Save and the existing request is updated successfully

      Edit Multiple Requests

      You can edit the multiple requests for preferred, restricted, or a combination of preferred and restricted personnel.

      To edit multiple requests:

      • Click the View All Requests icon in the Status (of the Staff Preferences page) for Preferred, Restricted, or both Preferred and Restricted and the pop-up window opens

       

      • In the Client Request(s) for Staff, you can view the Service Location, Delivery Location, Request Type (as Preferred or Restricted), Reason (selected from the 'Reason of Request type selected), Last Action (date when the request was last updated), Actions (to edit or delete the request), and By user (name of the user who created the request)

      • In the Actions, you can Edit Requests:

        • Click the Edit Request icon, and the Edit Personnel requests(s) pop-up window opens

        • You can edit the Reason of Request Type Selected, Notes, and Authorised by fields and click Save

       

      • In the Actions, you can Cancel Requests:

        • Click the Cancel Request icon and the confirmation message appears to cancel the request

        • Click YES to cancel the existing request of the member

       

      The figures below show the graphical icons for multiple edits of preferred/ restricted/ combination of preferred and restricted personnel.

      1. Multiple Preferred Personnel - represented by a green icon (Staff preferred to work for all locations)

       

      2. Multiple Restrictions Personnel - represented by a red icon (Staff restricted to work
           for all locations)


       

      3. Combination of both Preferred and Restricted Personnel - represented by an
          orange icon


       

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