Member Allocations
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      Member Allocations

      Rather than Client Allocations, Member Allocations is matching Shifts to the specific Member whereas Client Allocations is matching Members to Specific Shifts.

      Filter

      Refresh

      Avail Note

      Avail

      Pref

      R and R

      Exit

      Search Shift

      Layout

      Allocations Tool Bar

      Filter: Member Allocations can only be seen on a one-day basis, but you can filter by the following selections

      • Date

      • Office

      • Availability

      • Shift Type

      • Qualification

      • Expertise

      • Zone

      Refresh

      This just refreshes your screen to show the most updated information.

      Avail Note

      This allows you to select a member with casual availability and update their availability notes, once you update select the icon which will save your notes.

      Avail

      This allows you to be directed to their availability screen.

      Select the member and then click on the availability icon which will load up this page.

      Pref

      If you select the member and click on Preference this will bring up the following screen.

      This is broken down into the following Tables

      • Contact Preferences (can be seen and edited by members using their mobile app/portals)

      • Geographical Preferences

      • Expertise (can be seen and edited by members using their mobile app/portals)

      • Service Location

      • Delivery Location

      • Location Function

      • Employment Notes (can be seen and edited by members using their mobile app/portals)

      • Transport Notes (can be seen and edited by members using their mobile app/portals)

      R and R

      This allows you to be directed to their Requests and Restrictions screen

      Select the member and then click on the availability icon which will load up this page

      Exit

      Selecting this Exit icon will exit you from Member Allocations

      Search Shift

      Once you select a member you can do a search for shifts that day that they could do

      You can search by either “Standard” or “ Expertise”

      This will bring up all shifts that that member can do that day

      You can use the icons to either

      • Allocate - Assign the shift to that Member

      • Accepted - Accept the shift on behalf of the Member

      • Booked - Book the member straight into the Shift

      • Confirmed - The Client Confirm the Member into the shift

      • R and R - Referred to their Requests and Restrictions

      • Exit - Go back to the Member Allocations Main Page

      Layout

       

      Column

       

      Explanation

       

      Further Knowledge

       

      STANDBY

      Member has opted to be on Standby.

      Allocations Toolbar Icons

      DOUBLE SHIFT

      Member has opted to accept double shifts.

      Allocations Toolbar Icons

      AVAIL NOTE

      Availability notes can be left by the Member or a User if the Member has a Casual Availability.

      For example, you can note that the Member has selected that they can work a PM but they can only start after 4pm, etc.

      The reason you can only leave a note next to a Casual Member is because their availability is constantly changing unlike a Member with Permanent Availability.

       

      TYPE

      Shows if the Member is has a Casual or Permanent Availability

       

      STATUS

      The Members will always show as Available from this screen

       

      SMS

      You can SMS Members directly but you are unable to send bulk SMS from this page

       

      MEMBER

      If you select the Members name it will bring up their Member Contact Card.

      Please note that you are unable to use the ‘Shift Worth’ and ‘Track Arrival’ features as the Member is not booked into a shift yet.

       

      GENDER

      Members allocated gender -

      F - Female

      M - Male

      O - Other

       

      OFFICE

      Which office they are attached to

       

      PRIORITY

      If you have allocated a priority number to your Members, it will appear here. This may make it easier for you to sort between Members that hold a higher Priority.

      Main Masters - Priorities (Personnel)

      Allocation Master - Colour Priority

       

      CAR

      This column will show you that a Member has their own transport or not.

       

      HISTORY

      Will show all previous shifts they have worked

       

      QUAL

      Members Qualifications.

       

      EXPERTISE

      Members Expertise.

       

      AVAIL

      Members availability for that specific day.

      It will only show if they have selected that they can work for AM, PM, SN. They can select as many or little as they like.

      Member Availability

      SUBURB

      Members suburb.

       

      HOME ZONE

      Members home zone.

      E.g. If their suburb is Kallista, their home zone would be Yarra Ranges.

       

      TRAVEL

      If you select this it will load the members travel information

       

      DAY B4

      This column will let you know if the Member worked the day before and what time.

       

      DATE

      What date you are looking at on the page.

      Within this page, you are only able to look at one date at a time.

       

      DAY

      Corresponding day of the week.

       

      LOCATION FUNCTION

      What is the the location function

       

      STAFF

      User who entered the shift

       

      REQUEST AND RESTRICTION

      You can click on the highlighted 'R' in this column along the corresponding Member and it will show you a snap shot of their Requests and Restrictions.

      Requests and Restrictions