Member Master - Shift Task Checklist

The Digital Timesheet Shift Tasks Checklist consists of a mandatory compliance requirement for the member while submitting the timesheet assigned by the client.

To create the Shift Tasks Checklist in the Staff Portal:

1. Go to Masters >> Member Master and click Shift Tasks Checklist
2. Add New Task Group
3. To add a new task group, click Add New Task Group.
4. Fill out the mandatory details per the below:

• Task Group Name: this name will appear in the app when members complete the form
• Task Group Description: this is largely an internal message to describe the purpose of this checklist
• Show to Members?: this will determine whether or not the checklist is visible via the app
• Mandate Member Reply?: this will determine if members have to complete the checklist
• Min number of member responses required: this determines how many responses are required for the given checklist per shift
• Show responses in Digital Timesheet?: This option when active includes the checklist in the digital timesheet for this staff member
• Show to Clients?: If "Show to Members?" is set to YES, then this will allow your clients to view the checklist response whilst reviewing pending timesheets
• Mandate Client Review?: If "Show to Clients" is set to YES, then this will require your clients to review the responses to the checklist before accepting timesheets via the client portal
• Task Group Instructions: This allows you to include details/instructions to your staff members when they submit their responses to the checklist via the app.
• Status: This determines whether or not the above settings and checklist will apply according to the above settings

For details on how to fill out the checklist, please see: Member App - How to fill in