The Member Contact Card gives you everything you need to know about a member at a glance. It brings key details and common actions into one place so you can quickly connect with members, check important information, and manage shifts more easily.
To navigate to the members contact card, follow the steps below:
- On the Allocations screen, under the Member(s) column, click on the member’s name.
Allocations – Member(s)
- This will open the Member Contact Card.
Member Contact Card - Details
Member Contact Details and Actions
To view and manage a member’s information from the Member Contact Card:
- View the member’s contact information directly on the card.
- Record the call outcome by selecting Left Message, No Answer, Accept, or Decline.
- Review the member’s Next of Kin details when required.
- Check any existing Allocation Notes related to the member.
- To update Allocation Notes, open the member’s profile and navigate to Allocation Notes.
Member Profile – Search Member – Allocation Notes
- You can add the allocation notes from here.
- Click Save & Continue.
Allocation Notes – Save & Continue
The Member Contact Card also shows:
- Compliance Rules: Only show if the client has compliances against their site. Otherwise, this will not show on member’s card.
Compliance Rule
- Shift Worth: This allows you to see a rough estimate of how much that shift would be for the member
Rate of first-hour x worked hours = Total worth
Shift worth is only a rough estimate. This does not take into account - overtime, allowances, additions, and deductions.
Shift Worth
- Track arrival: This is related to our check-in and out feature - Check-In & Check-Out Manual.
Track Arrival
- Route Map: This allows you to automatically use google maps from the member address to the location of the shift.
Route Map
- Availability: This takes you to the member's available section - Member Availability.
Member Availability
- Contact Log: This takes you to the member's contact log Contact Log.
Contact Log
- View and Upload Resume: This allows you to view the member's current resume and then update it if required.
Upload/View Resume
Recommend Reading: How you can view the member contact card on the calendar view, click here: Shift Cards > Member / Broadcast / Search.