Client Allocations

Why is the Allocations Padlock Suddenly Orange?

The Allocations padlock turns to orange when the member uploads a shift document directly to the shift.

Tip i: (this is usually for documents like care plans and job reports for a shift).

Tip ii: (sometimes members accidentally upload their timesheets here)

To view/download the document:

  1. Select the shift

  2. Click on the blue document icon 

  3. Click on the blue text of the document