What are the Staff Preferences in Mobile View?

The Staff Preferences in mobile view shows preferred, restricted, and no preferences/restrictions members' details of future shifts for the selected location.

All the features displayed in the Staff Preferences mobile view are similar to the features available in the web portal view.

How to Add New Request(s) in Mobile View?

To add a New Request(s) in the mobile view:

• Click the New Request(s) icon as shown in the figure below

• In the Add Personnel Request(s), provide all the required details and click the green tick icon

For detailed information about the Add New Request, click this link. 

How to Edit Single Request in Mobile View?

To edit the single request in the mobile view:

• Click the Edit Request icon in the Status and the Edit Personnel Request(s) pop-up window opens

• You can edit the Reason of Request Type Selected, Notes, and Authorised by fields in the existing request for the personnel

To edit multiple requests in mobile view:

• Click the View All Requests icon in the Status and the Client Request(s) for Staff screen opens

• In the Client Request(s) for Staff, scroll to the right of the screen. In the Actions, you can Edit Requests:

  • Click the Edit Request icon, and the Edit Personnel requests(s) pop-up window opens

  • You can edit the Reason of Request type selected, Notes, and Authorised by fields and click Save

• In the Actions, you can Cancel Requests:

  • Click the Cancel Request icon and the confirmation message appears to cancel the request

  • Click YES to cancel the existing request of the member

For detailed information about the Edit Single/ Multiple Request, click this link. 

How to Cancel Request(s) in Mobile View?

You can cancel the existing request(s) as performed in the web portal.

To cancel the existing request(s):

• Click the Cancel Request or Cancel All Requests icon against the member name. A confirmation message appears to cancel the single or multiple requests.

How to Cancel Single Request in Mobile View?

You can cancel the single request for preferred or restricted personnel. On clicking the cancel request, the confirmation message appears to ensure you want to cancel the selected request.

You can cancel multiple requests for preferred or restricted personnel. On clicking Cancel All Requests, the confirmation message appears to ensure you want to cancel the selected requests.

For detailed information about the Cancel Single/ Multiple Request, click this link. 

To set the Screen Filter in the mobile view, click the Add Filter icon and the Screen Filter screen opens.

For the selected Service Location(s), provide the Delivery Location, Restriction Reasons, and/or Personnel Preference filter and click the tick icon to apply the provided filters.