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- Allocations
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Version X - Allocations
Member Availability
This is where you are able to review what a member has updated as their availability and you are able to update and do many other things
To Access
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OR
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Display Explanation
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Member Name
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You must select a Member from here to load up all their data and use the other sections on this screen
Member Card
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By clicking on this you are able to see their member card which is a summary of their profile
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Member Contact Card
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This will bring up the member's contact card
Member Log
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This will show the member's Previous shift allocations within the system
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Allocation Log
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This shows you a summary of the member's reliability which is filtered by the dates
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This show the member's previous availability
Member History
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This shows all previous shifts the member has been booked/submitted a timesheet forSend SMS
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This section allows you to send an SMS using the standard templates or typing a fresh message
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This section shows all previous SMS/push notification
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This will exit you back to the recruitment dashboard
Casual Availability
Within this section, you are able to delete or update the member's casual availability
How to Update their Avails
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Select the dates required within the calendar you want to update for
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Update any comments - eg start only after 10am
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Select Shift wise avails - Either Available, Not Avail, Possible or Unknown for the shift types of AM - PM - NS
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Click Double Shift or Standby if relevant and it will turn green
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Confirm
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Then all shifts will appear below
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Go to the Current Available Dates
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Select the Date you want to delete
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Delete Availabilities
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OK
How to Edit Avails
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Select the Pencil next to the date required
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Update Availability Types, Notes, Stand by and Double Shift if required
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Update Casual Avails
Permanent Availability
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Within this section, you are able to delete or update the member's permanent availability which is done weekly that is the same week in - week out
To Update or Edit
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Please click and fill in the Days of the week of either Avail, not avail, possible or unknown based on AM - PM - NS
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Update notes if required
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Save and Continue
To Delete
Select “Clear Existing Avails”
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