The Bookings Calendar Categories manage the Shift Status of all the available Calendar Categories and display the Actions, Status, Shift Category, Category Color, Description, Built-in, Description Visibility to Client, System Defined Shift Status, Last Updated On, and Last Updated By.
The Actions edits the existing Category, Status shows whether the existing category is active/inactive, Shift Category shows the name of the category, Category Color shows the color of all the available categories, Description shows the detail about the Shift Category, Built In shows the categories that are editable/non-editable (‘Open’ and ‘Completed’ categories are set as non-editable), System defined Shift Status shows the applicable shift status for each shift category, Last Updated By shows the name of the user who updated the category, and Last Updated On shows the date and time when the category was updated.
By default, four booking categories are shown when the flag for the new Client Portal application is activated and the specified Shift Status will be mapped with the corresponding Shift Category:
|
Shift Category |
System Defined Shift Status |
Description |
|---|---|---|
|
Open |
Member Offered, Member Broadcast, Shift Release, Client Confirmed, and Cascom Release. |
Shifts have been broadcasted to multiple available members for their action/attention. |
|
Completed |
Shift Booked and Timesheet Submitted. |
Confirmed shifts accepted by the Client and the Staff member. |
|
Pending Client |
Member Assigned, Member Accepted, and Client Proposed. |
Shifts require attention for Staff approve or decline. |
|
Pending Agency |
Shift Entered, Member Pull Out, Member Decline, Member Removed. |
Agency Staff is actively working on these shifts. |
Add New Category
To Add a New Category in the Bookings Calendar Categories:
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Click Add New Category
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The Add New Category pop-up window opens. Provide all the required details
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Click Save
|
Field Name |
Description |
|---|---|
|
Shift Category Name |
Name of the new category and the name provided should be unique. |
|
Category Color |
Shows the Color of the new category. This Category Color is set for the different booking Shift Categories. To select the Category Color:
|
|
Category Description |
Describes the new category. |
|
Description Visibility to Client |
You can set the Description Visibility flag to ‘Yes’ or ‘No’. Here ‘Yes’ indicates description provided in the Category Description will be visible in the Client Portal. By default, the toggle is set to YES. |
|
System Defined Shift Status |
Shows the list of all the active Shift Status. Select all the required Shift Status corresponding to this Category. NOTE: You cannot replicate the already selected Shift Status into any other active category. |
|
Display Sequence |
Provide the order number to define the arrangement of a new category in a particular order. The Display Sequence provided will be reflected in the landing page of the Booking. |
|
Status |
The Status of the new category can be set to Active or Inactive. By default, the Status is set to Active. NOTE: You cannot set the Status to Inactive for the ‘Open’ and ‘Completed’ categories. |
Edit Category
You can edit the existing category. To edit the existing category:
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Click the edit icon in the Actions and Edit Category pop-up window opens
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Edit all the required details in the existing Category
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Click Update
