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Shift Match (Cascom) - Client Software Login

Introduction

In the Client Software Login, the User ID number must be generated in combination with the Software Name (Client Name) and Member name for the shift transferred from Shift Match (Cascom). This User Id (or CUID/PKID) refers to a unique identifier associated with the member that ensures each shift detail is sent with this distinct identifier that helps to track or identify specific shifts.

In the Member App, when the member accepts the shift transferred from the Shift Match, the CUID/PKID for this shift is shared with the Shift Match (Cascom).

To obtain a Member PKID generated by Shift Match.

1. Log in to your shift match protal and go to View Users. Please note you will need to ensure all your members are entered into the shift match portal for all your clients if you required

2. Select the Export Icon for the excel and this will appear in your downloads

3. In the "S" column you will find their PKID Code that must be entered in EOH Member Client Login Details 

Click Client Software Login from the Member Menu, and the Client Software Login for Member opens

In the Client Software Login for Member page:

  • Select the Software Name, Member
  • On selecting the member name, the Member Name and Member’s Qualification are automatically populated at the top of the page
  • Now, provide the valid User Id number.
    • The user ID is the PKID ID number that would be against their profile in shiftmatch

If you would like EOH to do a script to do your first bulk import we are able to do this at cost for you.

This is the template required for the update is shown below - we would export out your members information but you would need to provide the addition information.

MemberId EmpID Firstname LastName MobileNo EmailId SoftwareName ProviderId CUID
ProviderId CUID

Client Software Login for Member

To generate the Client Software Login for the Member:


⇒ Note that this User Id will be passed as the CUID for the member against the selected Software Name with all other relevant details.

  • Click Submit, and the message 'Request is successfully inserted' appears. The CUID is generated for the selected Software Name and Member.


    External Software Integration

    Before generating the User Id (or CUID) in the Client Software Login, the first step is to Add New Client Software as ‘CASCOM’ in the External Software Integration of the Member Master.

    Add New Client Software

    To Add New Client Software:

    • Click Masters → Member Master → External Softwares Integration

    • Click Add New Client Software

    • In the Add New Client Software Details, provide the Software Company (as CASCOM), Software Name, Software Description, Contact No., Provider ID, User Name, Password, and Client Name

    • The Software Name should be correctly mapped with the available list of Client Name

    • The Status should be Active

    • Click the tick icon, and the new client software is added.

⇒ Note that this newly added Software Name will appear in the Client Software Login page in the Software Name drop-down.

Edit New Client Software

You can edit the existing Client Software details. To edit the existing Client Software details:

  • Click the edit icon as shown in the figure below.

  • In the Update Client Software, update all the required details and click the tick icon.