The allocation Toolbar provides quick access to features and functions used when entering and booking shifts with each icon completing a different role. Please read below for a break down of each icon and its function.


Filter


  • The filter icon will provide quick access to adjusting and editing the main filter for allocations.
  • Their are several different filter options from Client details to Member details to find out more about the main filter settings please visit: Main Booking Filter


Edit

  • This icon allows you to edit shift details for single or multiple shifts at once.
Single Shift
  • You can edit the following for single shifts: Delivery Location, Qualification, Expertise, Sub Expertise, Shift Date, Shift Type, Start Time, End Time, Order Number, Priority, Authorisation 
Multiple Shifts
  • To edit multiple shifts you are required to select shifts that are at the same service location and have the same shift status code.
  • The available fields to edit with multiple shifts differ slightly from Single Shifts and include: Area (Delivery Location), Qualification, Expertise, Shift Type, Start Time, End Time, Authorisation.
    Refresh


  • Selecting refresh will complete a refresh of the allocations screen without completing a full refresh of the web browser page. This can be used when a a shift have changed status and you need to ensure you screen is updated.

Avail


  • To gain quick access to view and adjust a members future availability you can select this icon. If a member is allocated to a shift it will take load their availability. If you choose a shift with no member assigned it will load a blank availability screen for you to search for a member.

Status


Financial Note


  • There are two functions available when selecting this icon. From the drop down menu you can select: from a drop down menu for this icon.
Fin Note (Financial Note): Allows you to add a financial note to the selected shift. This flags the shift for review in the finance portal. i.e. Provide member with KM allowance
Shift Worth: Selecting this option will show you the total shift worth  

Shift Note


  • This icon is used to save any notes that have been added to the Shift Status Note section against a shift.


Multi Booking


  • Selecting this icon with open up a new page with the Multi Booking request screen. 

Book


  • Selecting this icon changes a shift status code to Shift Booked. Please note this action will only work on applicable shifts.

Quick Booking


  • Selecting this option will open the Quick Booking pop-up screen allowing you to quickly enter a single shift.

Speed


  • This icon is designed to increase the load speed of you page by hiding all Shifts sitting under the completed section.

Unlock


  • When completing actions on a shift you are required to lock the shift. If you no longer need to be locked into a shift(s) you can select this icon as a quick unlock tool instead of de-selecting the shift manually.

Appoint


  • This icon allows you to appoint a single member to one or more shifts. Please note: Appointing a member using this icon overrides several checks within the system and should be used with caution.

Accept


  • This icon is a quick access tool for the shift status code Member Accepted. Please note this action will only work on shifts with applicable status codes.

Decline


  • This icon is a quick access tool for the shift status code Member Decline. Please note this action will only work on shifts with applicable status codes.


Remove


  • This icon is a quick access tool for the shift status code Member Declined. Please note this action will only work on shifts with applicable status codes.


Confirm


  • This icon is a quick access tool for the shift status code Client Confirmed. Please note this action will only work on shifts with applicable status codes.


Document


  • Selecting this icon allows to view/add documentation related to the shift.


Cancel


  • This icon is a quick access tool for the shift status code Client Cancelled. Please note this action will only work on shifts with applicable status codes.


Unfill


  • This icon is a quick access tool for the shift status code Shift Unfilled. Please note this action will only work on shifts with applicable status codes.


Member


  • This icon provides quick access to view/edit a members main contact details, address, priority, portal/app login details and any notes displayed on their contact card.


Client


  • This icon provides quick access to view/edit a service locations main contact details, address, portal/app login details and any notes displayed in their allocation notes.


Ready


There are two functions available when selecting this icon. From the drop down menu you can select:
  • Standby: Activates a pop-up that provides a list of all members that are on standby for the current day. Within the pop-up you are allowed to search by using the small filters available. If you are locked within a shift it will provide a list of all members on standby for the shift type and office.
  • Double Shift: Activates a pop-up that provides a list of all members that have entered their availability for attending two shifts for the current day. Within the pop-up you are allowed to search by using the small filters available. If you are locked within a shift it will provide a list of all members that are down as available and double shift for the shift type and office

Withdraw


  • This icon is a quick access tool for the shift status code Client Withdrawn. Please note this action will only work on shifts with applicable status codes.