Field Name

Description

A. Allow "Search & Appoint" available members: Show previously worked members available for a shift appointment.

'Yes’ indicates that the client is allowed to search previously worked members for shifts. Clients can directly request/appoint members using the Client Portal or Professionals App.

The Client Portal shows the Search Preferred Personnel in New/Edit Booking and the Professional App will show a list of professionals (i.e. been before professionals).

• Preferred Personnel: Set the Preferred Personnel count to show in new and edit booking.

‘Yes’ indicates that the selected count of Preferred Personnel names are displayed in the new and edit bookings. By default value provided is ‘0' that means all the Personnel names are displayed in the new and edit bookings. Note that the Preferred Personnel count ranges between 0 to 5.

B. Shift Notification alert to member: Send confirmation/changes of shift details to member.

‘Yes’ indicates that the system allows you to send the shift confirmation details to the member for their acknowledgment.

Note that the predefined Email Alert/ Push Notification/ SMS Alert templates can be selected in the Notifications section of Masters.

• Send an Email Alert including shift details.

‘Yes’ indicates that the system will send Email Alert to the members including shift details.

The Email Alert to members is shared with the default Email Alert template having the User Type as 'Members’ as shown in the figure below.

• Send Push notification (Please Note: if the app is not installed then the member will not receive any notification.).

‘Yes’ indicates that the auto-push is ON and the system will send the push notification including shift details to members.

The Push Notification to members is shared with the default template with the Module selected as 'Allocations’ as shown in the figure below.

You can create the customised message template using the dynamic fields listed in the Add/ Edit SMS Messaging Template.

• Send Sms alert including shift details.

‘Yes’ indicates that the auto-SMS is ON and the system will send the SMS alert including shift details to members.

The SMS alert to members is shared with the default template with the Module selected as 'Allocations’ as shown in the figure below.

You can create the customised SMS Alert template using the dynamic fields listed in the Add/ Edit SMS Messaging Template.

C. Shift Notification alert to Admin Staff: Send confirmation/changes of shift details to internal staff.

‘Yes’ indicates that the system will allow to send the booking confirmation details to the internal staff via email.

• Send Email notification.

‘Yes’ indicates that the system will send an Email notification including shift details to the internal staff with the pre-defined email template for the staff defined in the Notification of the Masters.

The Email notification to Admin Staff is shared with the default Email Template having the User Type as ‘Staff’ as shown in the figure below.

D. Show Shift Value: Allow Clients to see the total estimated shift value in Bookings.

‘Yes’ indicates that it allows the client to view the estimated shift value (shift worth) in the Booking page of the Client Portal.

E. Order no: Set Order number as mandatory in new and edit booking.

‘Yes’ indicates that the Order Number field will be mandatory in the new and edit booking of the Bookings in the Client Portal.

F. Booking Notes: Set Booking notes as mandatory in New and Edit Booking.

‘Yes’ indicates that the Booking Notes field will be mandatory in the New and Edit Booking of the Bookings in the Client Portal.

G. Release Shift: Allow the client the ability to release a shift.

‘Yes’ indicates that the client will be allowed to release a shift. In the New Booking, Release Shift: Broadcast shift to available staff toggle appears.

H. Set Shift Cancellation rules and alert: Define the time restrictions on Client to be able to edit or cancel booking.

‘Yes’ indicates that the staff can set the Shift Cancellation rules and alert the client. Time-based and other child settings will be applicable if true.

Note that the predefined shift cancellation Email and SMS Alert templates can be selected for the staff and members in the Notifications section of Masters as shown in the figure below.

• Restrict client to cancel shift if the shift start time remaining is “hours” hrs.

The staff can restrict the client to cancel the shift in case the shift start time remaining is equal to the time provided in hours. Note that the maximum hours limit should not exceed more than 24 hours.

• Send Shift cancellation alert to internal staff.

‘Yes’ indicates that the system will send shift cancellation details to the internal staff.

▪️Send Email notification.

‘Yes’ indicates that an email notification will be sent to the internal staff with the shift cancellation details.

To create the customised Shift Cancellation Email template for Staff, create the template having the User Type as 'Staff’ as shown in the figure below.

• Send Shift cancellation alert to Member.

‘Yes’ indicates that the system will send shift cancellation details to the member.

▪️Send Email notification.

‘Yes’ indicates that an email notification will be sent to the member with the shift cancellation details.

To create the customised Shift Cancellation Email template for Member, create the template having the User Type as 'Member’ as shown in the figure below.

▪️Send SMS alert.

‘Yes’ indicates that an SMS alert will be sent to the member with the shift cancellation details.

Note that the SMS alert to members is shared with the default template set with the Module selected as 'Allocations’.

I. Access of member information to clients via Member Card: Allow Clients to view member's profiles and employment information.

‘Yes’ indicates that the client can view the member card and all the employment information available on the Client Portal.

1. Profile Details

‘Yes’ indicates that the client will be able to view the Details tab of the member.

2. Member Resume

‘Yes’ indicates that the client will be able to view the Resume tab and can download the resume of the member from the member card.

3. Contact Details (Address, Email Id, Phone Number, Next of Kin Details)

‘Yes’ indicates that the client will be able to view the Contact Details tab of the member.

4. Qualification(s) and Expertise(s)

‘Yes’ indicates that the client will be able to view the Skills tab of the member.

5. Visa Details (Including Visa document if any)

‘Yes’ indicates that the client will be able to view the Right to Work Details and Visa Documents (if any) of the member.

6. Member Documents: View & Download

‘Yes’ indicates that the client will be able to view the Documents tab and can download the document from the member card.

The Member Documents show the Category, and Document Description to the client. By default, documents are selected and you can select/ unselect and show/hide Document File. You can also set the default settings by clicking the Reset Default.

J. Shift Qualification: Set a list of Qualifications to be visible to Clients in new and edit booking.

‘Yes’ indicates that the staff can set a list of Qualifications (all active Qualifications) that are visible to the client in the New and Edit Booking of the Bookings in the Client Portal.

The Shift Qualification shows the selected Qualification(s) Name to the client. By default, Shift Qualification is selected and you can select/ unselect the qualification(s) by clicking the checkbox against the Qualification(s) Name. You can also set the default settings by clicking the Reset Default.

Field Name

Description

Order

To define the order of the menu visibility in the client portal.

Menu Name

Name of the menu visible in the client portal.

Page Keyword

Show the provided page keyword and the keyword cannot be configured.

Show to Client

To provide access to the client for this menu. When the flag is set to ‘YES’ that indicates the client can access this menu.

Show to Professionals

To provide access to the selected professional for this menu. The professional list includes Bank, Executive Manager, Finance, Management, and Staff.

• The professionals not selected from the available professional type list will not be able to access this menu.

• If no professional type is selected and the access to Show to Professionals flag is set to ‘YES’, this menu will be accessible to all the professional types.

• In case the Show to Professionals flag is set to ‘NO’, none of the professionals will be able to access the menu.

Status

Set the menu as Active/Inactive. Active indicates that this menu will be visible to clients and professionals based on their set access.

Field Name

Description

Shift Check-In / Check-Out: Enable shift Check-In / Check-Out in Member App.

'YES’ flag indicates that the member will be able to use the Check-In and Check-Out functionality for the booked shifts in the Member App.

Other settings i.e. Member Check-In / Check-Out distance restriction and Shift Start Reminder will be enabled if the toggle for this setting is set to ‘YES’.

Member Check-In / Check-Out distance restriction: Apply distance in KMS restriction as per Client location address.

To apply the member check-in/check-out distance restriction as per the client's location address.

Set the ‘Member Check-In / Check-Out distance restriction’ parameter that is greater than 0.0 KM to restrict members to check-in/ check-out for the Shifts. For instance, if you set the distance restriction as 0.20 KMS (i.e. 200 meters), the member will be able to check-in/check-out within a 0.20 KMS radius as per the client’s location address.

Shift Start Reminder: Send shift reminder via push notification to the member before the shift start time.

Set the Shift Start Reminder time in minutes.

Before the shift start time, a shift reminder via push notification will be sent to the member.

Field Name

Description

Review Timesheets Access: Allow access for client to review submitted timesheets for its approval or dispute.

'YES’ flag indicates that the client has access to review the submitted timesheet.

Digital Timesheet: Turn off the manual timesheet upload feature & create a system-generated timesheet document.

'YES’ flag indicates that the system will generate an automatic timesheet document for your finance with all the shift details and will turn off the manual timesheet upload feature.

Supervisor Sign Required: Supervisor sign is required during submission.

'YES’ flag indicates that the supervisor’s signature is mandatory for members during timesheet submission.

Timesheet Submission Alert: Send auto Email notification to client/professional for a timesheet review from Client Portal/Professional App/Professional Portal.

'YES’ flag will activate the auto email notification with the pre-defined message to the client/professional.

This auto email notification will be sent to the client/professional for the timesheet review using from the Client Portal/ Professional App/ Professional Portal.

Delivery Location Required: Delivery location is required for Member timesheet submission.

‘YES’ flag indicates that the members must select the Delivery Location from the Member App during timesheet submission.

Shift Document Upload Required: A document upload is required during timesheet submission.

‘YES’ flag indicates that the members must upload the shift document from the Member App during timesheet submission.

Field Name

Description

Show Client location documents to members.

'YES’ flag indicates that the members are allowed to view/ download authorised shift documents from the dashboard in the member app. Members are recommended to view the available documents before every shift.

Allow members to access shift worth estimations.

'YES’ flag indicates that the members are allowed to view shift worth as per their Qualification and Expertise for the shift in the member app.

Show the 'Add to Calendar' Icon in member app.

Show/hide the ‘Add to Calendar’ icon from the member app.

Choose one or more Shift Task Group to allow members to submit their responses.

'YES’ flag indicates that the member needs to submit the response for the selected shift task group during the shift.

Release shifts for this location across the nation.

Releases the shifts to eligible members across multiple regions within a country.

When the Flag is set to YES - the released shifts for the location will be visible to the members across the multiple regions. For instance, the members based in Sydney can view the released shifts of Melbourne if the Flag = YES.

In the Client Level settings if the Flag = OFF, this setting will override the settings provided at the Global level.

Field Name

Description

Display Order

To define the order of the section visibility in the client dashboard.

Section Name

Name of the section visible in the client dashboard.

Section Keyword

Show the provided section keyword and the keyword cannot be configured.

Access to Client

To provide access to the client for this menu with the flag set to ‘YES’.

Access to Professionals

To provide access to the selected professional for this menu. The professional type list includes Bank, Executive Manager, Finance, Management, and Staff.

• The professionals not selected from the available professional type list will not be able to access this menu.

• If no professional type is selected and the access to Show to Professionals flag is set to ‘YES’, this menu will be accessible to all the professional types.

• If the Show to Professionals flag is set to ‘NO’, none of the professionals will be able to access the menu.

Select Professional Type

Select the Professional Type from the available list when the ‘Access to Professionals’ is set to YES.

Status

Set the menu as Active/Inactive. Active indicates that this menu will be visible to clients and professionals based on their set access.

Shift Category Name

Name of the new category and the name provided should be unique.

Category Color

Shows the Color of the new category. This Category Color is set for the different booking Shift Categories.

To select the Category Color:

• Click the color palette and select the desired color.

• Click Apply.

Category Description

Describes the new category.

Description Visibility to Client

You can set the Description Visibility flag to ‘Yes’ or ‘No’.

Here ‘Yes’ indicates description provided in the Category Description will be visible in the Client Portal. By default, the toggle is set to YES.

System Defined Shift Status

Shows the list of all the active Shift Status. Select all the required Shift Status corresponding to this Category.

Display Sequence

Provide the order number to define the arrangement of a new category in a particular order.

The Display Sequence provided will be reflected in the landing page of the Booking.

Status

The Status of the new category can be set to Active or Inactive. By default, the Status is set to Active.

Field Name

Description

Member: Notification to send the shift confirmation details from Client portal - New Bookings.

Notification to send the shift confirmation for New Booking to the member using Email Template, Push Template, and SMS Template.

Select the Email Template, Push Template, and SMS Template from the available template list.

• Select Email Template: Select the Email Template and the Email Alert to members is shared with the default Email Alert template with the User Type as 'Members’.

• Select Push Template: Select the Push Template and the Push Notification to members is shared with the default template having the Module selected as 'Allocations’.

• Select SMS Template: Select the SMS Template and the SMS alert to members is shared with the default template having the Module selected as 'Allocations’.

Staff: Notification to send the shift booking alert from Client portal - New Bookings.

Notification to send the shift booking alert for New Booking to the staff using Email Template.

• Select Staff Name: Select the required Staff.

• Select Email Template: Select the Email Template and the Email notification to Admin Staff is shared with the default Email Template having the User Type as ‘Staff’.

Client: Notification to send the shift Order details from Client portal - New Bookings.

Notification to send the shift order details for New Booking to the client using the selected Email Template.

• Select Email Template: Select the Email Template and the Email notification to Admin Staff is shared with the default Email Template having the User Type as ‘Staff’.

Staff: Notification to send the shift cancellation alert from Client Portal - Current Bookings.

Notification to send the shift cancellation alert for the current booking to the staff using Email Template.

• Select Staff Name: Select the required Staff.

• Select Email Template: Select the Email Cancellation Template and the Email cancellation notification to Staff is shared with the default Email Template having the User Type as ‘Staff’.

Member: Notification to send the shift cancellation alert from Client Portal - Current Bookings.

Notification to send the shift cancellation alert for the current booking to the member using Email Template and SMS Template.

• Select Email Template: Select the Email Cancellation Template and the Email Alert to members is shared with the default Email Alert template with the User Type as 'Members’.

• Select SMS Template: Select the SMS Cancellation Template and the SMS alert to members is shared with the default template having the Module selected as 'Allocations’.

Field Name

Description

Compliance Rules: Show client compliance rules in client portal.

'Yes’ indicates that the compliance rules applicable are visible to the member.

Field Name

Description

Category

Shows the shift categories such as Completed, Open, Pending Client, or Pending Agency (as defined in Bookings Calendar Categories Master Settings).

Status

The Status can be Member Accepted, Member Decline, Member Removed, Member Pulled Out, Member Offered, Member Assigned, Member Broadcast, Shift Release, Shift Booked, Timesheet Submitted, Client Confirmed, Client Proposed, and Shift Entered.

Time

Shows the Start and End Time of the shift.

Shift Type

Shift Type of the member based on the Service Location selected.

Qualification

Qualification required for the shift.

Expertise

Expertise based on the Qualification selected.

Member Name

Name of the active member.

Profile Picture

Profile picture of the member.

On tap, the profile picture, the member card opens.

Action icon

Edit, Cancel, View, and Accept icons are displayed based on the Shift Status. For details about Shift Status with Required Actions, click the link here.

Shift Worth Value icon

The Shift Worth Value icon appears based on the flag settings in Master ‘Show Shift Value: Allow Clients to view the total estimated shift value in Bookings'. If the flag is set to ‘YES’, the Shift Worth Value is visible for the shift.

On clicking the Shift Worth Value icon, the Estimated Shift Value pop-up opens and shows the Total Estimated Shift Value.

Booking Ratio

Shows the Booking Ratio for the booked shifts in case of multi-bookings.

Shift Document icon

Shows the Shift Documents uploaded for the booked shift.

The Shift Documents can be viewed, downloaded, and deleted.

Notes icon

Shows the available Notes for the Booked Shift. Click the Notes icon to view details.

Accept icon

Shows the Accept icon, in case a member has accepted the shift.

Tap the Accept icon, the Accept Personnel pop-up opens. Click the plus icon to select the name of the authorised person for the shift in the Order By and click the Confirm icon.

Timesheet icon

Shows the Timesheet icon, in case Timesheet Snap exists for the completed shift.

On tap of the Timesheet icon, the timesheet will open and the user can view and download the timesheet submitted.

Field Name

Description

Service Location

Select the selected Service Location. To select the Service Location(s):

• Click plus icon and the Service Location pop-up window opens.

• Search and select the required Service Location.

• Click the tick icon.

If logged in as Admin - No Service Location will be selected.
If logged in as a Professional:

• With multiple Service Locations associated with the professional - no Service Location is selected by default. In case the professional selects any one of the Service Locations, the New Booking will have this Service Location prefilled.

• With a single Service Location associated with the professional - the Service Location is selected by default.

Delivery Location

Show all the active Delivery Locations associated with the selected Service Location.

To select the required Delivery Location:

• Click the plus icon and the Delivery Location pop-up window opens.

• Search and select the required Delivery Location.

• Click the tick icon.

Qualification

Shows all the available active Qualifications that are set in the Generic Client Portal Settings for Booking Masters.

Select the required Qualification. You can add multiple Qualifications.

Shift Date

To select the date for the new Shift Booking. You can select the customised date(s) or from the Date Range for multiple Bookings. Note that the Shift Bookings can be created for current and future bookings only.

To select the Shift Date(s) for the New Booking:

• Click the Calendar icon and click to select the shift booking date(s). You can select multiple dates by clicking on the required date.

To select the Date Range for the multiple booking:

• Click the Date Range toggle.

• Provide the Start Date and End Date for the shift bookings. By default, the No Weekend checkbox is selected i.e. weekend dates will be excluded from the booking range.

• If required, you can select the No Public Holiday checkbox to exclude the public holidays in the booking range.

Shift Type

Shows the list of available Shift Types. To select the required Shift Type:

• Click the plus icon and the Shift Type pop-up window opens.

• Search and select the required Shift Type.

• Click the tick icon.

Note that the Shift Types available in the pop-up window are fetched from the Allocation Master → Members Shifts of the Staff Portal application.

In the Members Shifts Master, where Show in Booking is set to Yes and their names as per defined in Nominate Shift Type Text to view in Invoices exists else from the Shift Name are shown in the Shift Type pop-up window. The Shift Types are displayed in the pop-up based on the Shift Priority set in the Members Shifts Masters.

Order By

A professional name for the selected Service Location who has ordered the Shift. You can type in the professional name.

Also, you can select the professional name from the Order By pop-up window. To select the professional name:

• Click the plus icon and the Order By pop-up window opens.

• Search and select the required professional name from the available list. Note that in the search window, all the associated professional names corresponding to the selected client will appear.

Start Time - End Time

The Start Time and End Time are auto-selected based on the Shift Type selected.

Users can also edit the Start Time / End Time. To edit the Start Time / End Time:

• Click the clock icon.

• From the time picker, select the new time.

• Click Set and the new time will be set.

Search Preferred Personnel

To select the required Preferred Personnel for the New Booking:

• Click the search icon and the Available Personnel who worked at your location pop-up window opens and displays the Personnel Name, Qualification(s), Expertise, Years of Experience, Last Shift Worked, Proximity (KMS), and Shifts worked for you.

• The Personnel Name displays the member profile picture and if the profile picture is not available, the default image is loaded.

• Select the required Personnel. Note that you can select any one of the matched personnel.

• Click the tick icon.

The Search Preferred Personnel field appears in case the ‘Allow “Search & Appoint" available members: Show previously worked members available for a shift appointment’ flag is set to YES in the Global/Client Booking Masters Settings.

The Search Preferred Personnel appears based on the flag settings in the Global/Client Level Master settings ‘Preferred Personnel: Set the Preferred Personnel count to show in new and edit booking’. By default value provided is ‘0' that means all the Personnel names are displayed in the new and edit bookings. Note that the Preferred Personnel count ranges between 0 to 5.

Show More Fields: To fill in more field details for the New Booking, click the expand icon.

Expertise

Select the Expertise based on the Qualification selected.

To select the Expertise for the New Booking:

• Click the plus icon and the Expertise pop-up window opens.

• Select the required Expertise.

• Click the tick icon.

Sub Expertise

Select the Sub Expertise based on the Expertise selected.

Order Number

Provide the Order Number of the new shift booking.

The Order Number can appear as the mandatory/optional field based on the 'Order no: Set Order number as mandatory in new and edit booking.’ flag is set to YES/NO in the Booking Masters Settings.

Booking Notes

Provide the Booking Notes for the new shift booking.

The Booking Notes can appear as the mandatory/optional field depending on the ‘Booking Notes: Set Booking notes as mandatory in New and Edit Booking.’ flag is set to YES/NO in the Booking Masters Settings.

Release Shift: Broadcast shift to available staff

Select the Release Shift toggle in case you want to release the shift and broadcast it to the available staff.

The notification will be sent to the internal Staff and the Shift Log will be created against the shift in the Staff Portal.

The Release Shift toggle appears in case the ‘Release Shift: Allow the client the ability to release a shift.’ flag is set to YES in the Booking Masters Settings.

Confirm Shift(s)

When all the required details are provided in the New Booking, click Confirm Shift(s) and the message ‘Shift(s) created successfully’ appears.

On clicking Confirm Shift(s), a shift is created as ‘Entered’ or ‘Client Confirmed’ based on the member selection. When the shift is created with member(s), the status of the shift created will be ‘Client Confirmed’.

The notification will be sent to the allocated member(s) along with the internal Staff and the Shift Log will be created against the shift in the Staff Portal.

Field Name

Description

Service Location

Shows the selected Service Location with the Shift Status of the shift booking.

If the infection exists in the Service Location, it will appear in red with the infection icon. On tap of the infection icon, Applied Infection(s) pop-up appears that shows the infection details.

Infection(s): Shows the details of Infections.

Restriction Period: Shows the Restriction Period based on the Infections field.

Timesheet

Shows the timesheet number and icon. On clicking the timesheet icon, the user will be able to preview and download the timesheet. In case the timesheet does not exist, an alert message appears ‘Timesheet does not exist. Please contact agency staff.’

This field is visible only when the Shift Status is ‘Timesheet Submitted’.

Check-In/Check-Out

Shows the member’s Check-In and Check-Out details (in read-only mode).

This field is visible only in case the ‘Shift Check-In / Check-Out: Enable shift Check-In / Check-Out in Member App’ is set to ‘YES’.

Replacing Member and Reason

Shows the name of the removed Member with Reason.

This field is visible only when the member is removed or pulled-out of the shift.

Shift Date

Edit the booking date. Note that the past date cannot be selected.

Preferred Personnel

In the Preferred Personnel:

• When the client edits the shift and removes the personnel, the personnel will be pulled out of the shift by clicking Save. In this case, Shift Log will be created against the shift in the Allocations of the Staff Portal.

• When the client allocates new personnel in the shift, the shift status will change to client confirmed on clicking Save and the member can accept the shift. The Shift Log is created against the shift in the Allocations of the Staff Portal.

• The notifications will be sent to staff and members in both scenarios i.e. pull-out personnel or allocate new personnel.

Show More Fields: To edit more field details for the Booking, click the expand icon.

Authorised By

Provide the name of the authorised person (i.e. professional name) associated with the client. If the professional is logged in, the professional name will be selected by default.

You can also select the authorised person from the Authorised by pop-up by clicking on the plus icon.

Notes (Details of shift changes)

Provide the Notes with the reason to edit the shift.

Booking Notes

Edit the Booking Notes. You can add the Booking Notes for the ongoing shifts.

Upload Documents

To upload the shift documents:

1. Click the Upload icon and the Shift(s) Document pop-up window opens.

2. Click Choose File to upload the document(s). You can upload multiple documents.

You can View, Download, or Delete the uploaded document(s).

Order Number

Shows the Order Number. You can edit the Order Number (if required).

Order By

Shows the name of the person who has ordered the shift.

Confirm Shift(s)

When all the required details are edited in the existing Booking, click Confirm Shift(s), and the message ‘Shift(s) updated successfully’ appears.

On clicking Confirm Shift(s):

• An email notification and push notification (in the member app) with shift changes will be sent to the member.

• An email notification with shift changes will be sent to the internal staff.

• A Shift log will be created against the shift in the Staff Portal.

The notification will be sent to the allocated member(s) along with the internal Staff and the Shift Log will be created against the shift in the Staff Portal.

Shift Status

Action

Action Button

Member Accepted

Withdraw Shift, Accept, Edit Shift

Member Decline

Withdraw Shift, Edit Shift

Member Removed

Withdraw Shift, Edit Shift

Member Pulled Out

Withdraw Shift, Edit Shift

Member Offered

Edit Shift

Member Assigned

Withdraw Shift, Edit Shift

Member Broadcast

Withdraw Shift, Edit Shift

Shift Release

Withdraw Shift, Edit Shift

Shift Booked

Cancel Shift, Edit Shift

Timesheet Submitted

View Shift

Client Confirmed

Withdraw Shift, Edit Shift

Client Proposed

Edit Shift

Shift Entered

Withdraw Shift, Edit Shift

Field Name

Description

Service Location

Select the Service Location.

By default, the Service location is selected in case the professional is linked with a single client.

Delivery Location

Select the Delivery Location(s) associated with the Service Location.

Member Name

Name of the member who has worked for (been before personnel) the selected location.

On clicking the member name, the personnel card of the member opens.

Status

Status of the member. The status of the member is graphically shown and indicates:

Cancel Request

Cancels single or multiple requests.

Requested By

Shows the name of the logged-in user with the creation date and time.

Request Type

Select the Request Type as Preferred Personnel or Restricted Personnel.

To select the Request Type:

• Click plus icon and the Request Type pop-up window opens.

• Select the required Request Type.

• Click the tick icon.

Service Location

Shows all the available Service Locations. If the Service Location is already selected in the Staff Preferences landing page, the selected Service Location will reflect in the new request.

To select the Service Location(s):

• Click plus icon and the Service Location pop-up window opens.

• Search and select the required Service Location.

• Click the tick icon.

The new request added will apply to the selected Service Location and all associated Delivery Locations.

Delivery Location

Show all the active Delivery Locations associated with the selected Service Location.

To select the required Delivery Location:

• Click plus icon and the Delivery Location pop-up window opens.

• Search and select the required Delivery Location.

• Click the tick icon.

The new request added will apply to the selected Delivery Location(s) against the selected Service Location.

Personnel Name

Shows the name of the personnel based on the selected location. Select the personnel name from the available list for the new request.

Reason of Request Type Selected

Based on the selected Request Type, select the Reason of Request Type from the available list.

Notes

Provide the Notes for the new request (if required).

Authorised by

Provide the name of the authorised person in case you are creating a new request on behalf of someone else who is authorised to contact an Agency Staff.