Main Masters - Priorities (Personnel)

Within the system, you can assign levels of priority to your Clients and Members. This tool helps in making informed decisions when allocating Members to shifts and maintaining strong business relationships. Please note that priorities are for internal use only.

FAQ

• How to Change Client Priorities: Client priorities are updated via the client card in allocations. You can set them as you want, and it does not affect shift offering capabilities. It only affects the display on the allocations screen, bringing higher-priority clients to the top.
• Member Priorities: Member priorities set higher than 3 will prevent them from receiving notifications or seeing released shifts. It assists in offering shifts selectively based on the reliability of the member. Also, if any member is set to a lower priority than default priority, then Member will not be allowed to make herself/himself available for any standby shift and this option will be greyed out for them.
• Accessing Priority Levels: Access Masters > Main Masters > Priorities.

Editing or Adding Priority Levels

• Select Masters > Main Masters > Priorities.
• In the Priority screen, you will see entries for both Clients and Members.
• To edit a Priority entry, select the pencil in the far left column of the priority you wish to update.

• To add a new Priority level, select Add New Priority. This will expand a new entry form for you to enter your custom Priority and Level for either User Types Member or Client.

• All fields marked with a * are mandatory when creating a Priority.
• Once updated, select the green tick to save or the Red X to cancel.

For more detailed information, please refer to the provided documentation.