Introduction

The Smart Shifts feature in the Member App facilitates to narrow down the search of the specific Released Shifts required by the member by providing the appropriate Shift Distance Range/Filters.

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When the Smart Shifts filter(s) are applied, the Released Shifts screen shows Released Shift numbers, Shift(s) Filtered numbers, names of all the filters applied, and the number of filters applied on the filter badge icon. The member can add/ edit/ remove the existing shift distance range/filters 😊.

How to Access Smart Shifts?

To access Smart Shifts from the Member App:

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• In the Smart Shifts Filter screen, you can add a new filter to search the Released Shifts as per your requirements. For the first time Add filter header appears as shown in the figure below

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How to Add New Smart Shifts Filter?

To add a new filter in the Smart Shifts Filter screen:

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Field Name	Description
When Shift	In the When Shift, the filter options are available that are Based on added conditions and selected Matches. The following options are available in the When Shift: Shift Type → List of all the active Shift Types in masters. Shift Date → Calendar Date picker option. Shift Day → List of Day Types such as Public Holidays, Weekdays, Weekends, Today, Tomorrow, and This Week. Shift Expertise → List of all the Expertises linked with the member qualification. Client Industry → List of all the active Industries from the masters linked with the member. Worked with client → List of all the Previously Worked Clients by the member.
Based on	In the Based on, select the condition related to the selected ‘When Shift’ that can be applied to the selected Matched option. The Based on condition is predefined for all the ‘When Shift’ filters as per the requirement and is loaded based on the selected option. The ‘Based on’ conditions available for the selected ‘When Shift’ filter are: Shift Type, Shift Day, Shift Expertise, Client Industry, Worked with client → Include, Exclude. Shift Date → Include, After, Before, Between.
Matches	The When Shift filter shows the options as Shift Type, Shift Date, Shift Day, Shift Expertise, Client Industry, and Worked with client. Depending on the selected filter, the Based on conditions and Matches options are available. If the When Shift option selected is: ‘Shift Type’ with the Based on condition as ‘Include’ or 'Exclude', the Matches shows all the available list of Shift Types. Select the required Shift Types checkbox(es) and click Done. Info Note that the Shift Types available in the pop-up window are based on the ‘Show in Booking’ flag in the Allocation Master → Members Shifts of the Staff Portal application. Image Modified ‘Shift Date’ with the Based on condition as ‘Include’, ‘After’, ‘Before’, or ‘Between’, the Matches show the Calendar icon to select the required Shift Date. Click the Calendar icon to select the required Shift Date and click OK. Image Modified ‘Shift Day’ with the Based on condition as ‘Include’ or 'Exclude', the Matches shows the options as Public Holidays, Weekdays, Weekends, Today, Tomorrow, and This Week. Select the required Shift Day(s) checkbox(es) and click Done. Image Modified ‘Shift Expertise’ with the Based on condition as ‘Include’ or 'Exclude', the Matches shows all the Expertises linked with the member qualification. Select the required Shift Expertise(s) checkbox(es) and click Done. Image Modified ‘Shift Industry’ with the Based on condition as ‘Include’ or 'Exclude', the Matches shows the list of all active Industries from the master. Select the required Shift Industry(ies) checkbox(es) and click Done. Image Modified ‘Worked with client’ with the Based on condition as ‘Include’ or ‘Exclude', the Matches shows the list of All Clients that are 'been before clients’. If ‘All Clients’ option is selected, it loads all the shifts of ‘been before clients’ for the available Service Location ('been before clients' means the clients where the member has worked previously ). If a member selects the clients from the ‘been before clients’ list with the Based on condition as ‘include’, it will show all the shifts for the selected Service Location(s). If a member selects the clients from the ‘been before clients’ list with the Based on condition as ‘Exclude’, it will show shifts for all the existing Service Locations except for the selected Service Location(s). Image Modified If a member selects the clients from the ‘been before clients’ list with the Delivery location(s), it allows to add Delivery Location values for the selected Service Location. To add the Delivery Location, click Add Delivery. Image Modified Select the Based on condition as ‘Include’ or ‘Exclude’ with the Matches value(s) and click Done. Image Modified The Delivery filter is added for the Worked with the client. Note that the Add Delivery option appears only if the selected Service Location has a delivery attached to it. Image Modified
Filter Name	Name of the Filter. By default, the filter name is provided as the ‘When Shift’ filter option selected. You can provide the new filter name as per your requirement. New Smart Shifts filter are named automatically based on the selected ‘When Shift’ filter. If a similar ‘When Shift’ filter option is selected, a number is added in front of the filter name to generate the unique filter names. For instance, if the ‘When Shift’ filter is added twice for Shift Type, the first filter will be named ‘Shift Type’, and the second filter will be named ‘2 - Shift Type’.
Plus icon	To add multiple conditions in any filter. Image Modified
Add Filter	To add a new filter that can include multiple conditions. Image Modified
Confirm Filters	Saves and applies the filter in the Released Shift screen.

• Once all the required filter details are provided, click Confirm Filters as shown in the figure below

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4. Filter badge icon: shows the red cross icon with the number of filters applied

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How to Add Multiple Smart Shifts Filters?

You can add multiple filters in the Smart Shifts Filter screen to search the required Released Shifts.

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• Click Add to add the new filter and provide all the required details (as explained above)

• Provide the unique name to the filter and the filter will be auto-saved

• All the filters added are shown on the top bar of the screen as shown in the figure below. The filters created are shown with the different color conventions that are explained below:

  • The Green color indicates that the filter is added and saved

  • The Blue color indicates that the filter is in edit mode

  • The Orange color indicates that the filter is added and not saved

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The user can tap on the filter badge icon or filter name to add/edit the existing filters 🤠

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What is a Shift Distance Range Filter?

The Released Shifts screen shows the Shifts based on the default Shift Distance Range filter with the number of Shift(s) Matched. You can add/modify the shift distance range filter to fetch the shifts as per your requirements.

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How to Add/Modify Shift Distance Range Filter?

To add/modify the Shift Distance Range filter:

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Field Name	Description
Current Source Address (Your Start Location)	Shows the member’s home address by default. To view or edit an address, click the Current Source Address of the member that is the start location of the member. Image Modified On clicking the Current Source Address, the Set source address to match Shift(s) range screen shows the Home Location, Current Location, and option to Search another location. The Set source address to match Shift(s) range shows the member’s home address selected by default and the member can reset the new address from any one of the following: Use my Home Location as “From Address”- Shows the member’s default home address that is represented with the home icon. By default, the Home Location is set as the source address. Note Note that if the member relocates to a different State, the new Home Location will be updated automatically for the member. However, the member needs to reset the shift range and apply the new filters that will fetch the shifts for the new Home Location. Use my Current Location as “From Address” - Click to select your current location address here. To activate this service, the device location should be turned ON else your device will show the Location Permission Required message to turn ON the device location. To use this option, providing location permission is mandatory. Note This feature requires Google Distance Services to map the required key details. To activate this feature, please call the support team to set up your account with Google Maps paid services. Search Location - Click the search icon to select the customised new address here. Once the required source address is selected, click Done. Note that the selected source address is represented with the green tick icon. Image Modified
Current Distance Range	Shows the member’s Current Distance Range (Shifts in an area) and by default, the range for the shifts is set to 'Across the nation' (based on the flag ‘Release shifts for this location across the nation’ set to ‘YES’ in the Global/Client Level Master settings). To select the new Current Distance Range, click the Choose Shift Distance Range Type. Based on the selected shift distance range type, select Choose Shift Distance Range Details. Image Modified The member can Choose Shift Distance Range Type as Within KMS range or State and the distance will be set on the Current Source Address: Within KMS range: To set Within KMS range filter as your Current Distance Range: Select the Within KMS range option from the Shift Distance Range Type. Select the KMS option from the Choose Shift Distance Range Details. The options available are 15 KMS, 20 KMS, 30 KMS, 40 KMS, 50 KMS, 75 KMS, and 100 KMS. Image Modified State: To set State as your Current Distance Range filter, the user's home address state is selected by default. To select another State as your Current Distance Range: Select the State option from the Shift Distance Range Type. Image Modified Select the State from the Choose Shift Distance Range Details. You can also select multiple States by clicking against the checkbox and click Done. Image Modified Once the Current Distance Range option is modified, click Confirm shift distance range changes to fetch the shifts based on the new Shift Distance Range filter option selected.

Info Things to note about the filter badge icon of the Released Shifts screen: When filter(s) is added → red cross icon appears that shows the number of Smart Shifts Filter(s) applied. Image Modified When the Shift Distance Range filter is added → red cross icon appears that indicates the default settings of the Shift Distance Range filter is updated. Image Modified When both Filter(s) and Shift Distance Range filter are added → red cross icon appears that shows the number of Smart Shifts Filter(s) applied and the Shift Distance Range is updated. Image Modified

What are Additional Filters/Shift Sorting

In the Released Shifts screen, the user can filter or sort the available shifts using the Sort By and/or Screen Filter to view the released shifts as per their requirements.

To sort the released shifts using Sort By categories and Screen Filters, click the required shift date.

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Sort By

Users can rearrange the available shifts in the Released Shifts screen using the Sort By feature. You can sort the released shifts by selecting the Shift Distance, Shift Type, or Start Type option as shown in the figure below. Click the Sort By icon to view/select other available options. The Shift sorted by Start time is the default selected option.

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• Shift sorted by Shift Type: Based on the Shift Type defined in the masters of the Staff Portal application, this option arranges the shifts in ascending alphabetical order such as AM, EM, NS, PM, etc., or ascending numeric order.

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Screen Filters

The Screen Filters are available in the Released Shifts screen and filters shift based on selected Client, Shift Type, Qualification, and Expertise.

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How to Delete Smart Shifts Filter?

You can delete/reset the existing filter from the Released Shifts screen and the Smart Shifts Filter screen.

Delete Filter in Released Shift

You can delete the existing filter from the Released Shift screen.

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• Click the cross icon on the filter badge icon and the Shift Distance Range Settingspop-up windowshows the alert message ‘Are you sure you want to reset the Shift Distance Rangesettings?’

• Click Yes, reset! to reset the Filter. This will reset the Releases Shifts screen to the default Shift Distance Range

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Delete Filter in Smart Shifts Filter

You can delete/reset the existing Filter(s) from the Smart Shifts Filter screen.

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• Click the Reset shift range to default settings and the Shift Distance Range Settingspop-up windowshows the alert message ‘Are you sure you want to reset the Shift Distance Rangesettings?’

• Click Yes, reset! to reset the Shift Distance Range filter. This will reset the Releases Shifts screen to the default Shift Distance Range

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Shift Filter Help

The Shift Filter Help provides quick help related to the Smart Shifts Filter screen. To open the Shifts Filter Help, click the info help icon on the center-right corner of the Smart Shifts Filter screen as shown in the figure below .

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In the Shift Filter Help screen, the users can view the details of all the fields available in the Smart Shifts Filter screen. To close the Shift Filter Help window, click OK.

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