Bottom Section Explained

Meter

Within this Colum, you can see the timing of How long it has been within the system since being entered

Last

Within this Colum, you can see the timing of How long it has been since the last action as been taken on the shift

Shift Status Notes

Within this Colum, you can see the Shift Status Notes can be updated by

Selecting the Shift
Typing in your note
Then Click the Icon - Note

Shift Status

Within this Column you are able to see what status is there - For more information please review Glossary of Shift Status Codes

Another Function of this is if you click on it you are able to email the client/professional or member using your email templates

SMS

This icon will only work if you have members within the shift. For more information Sending SMS and Push Notifications

You can click the icon and it will fill in the member/s number so you can send PN or SMS using templates or type your own message

Members

Within this section, you will be able to see members' names if allocated and if you click on the member name you will bring up the member contact card - If there are multiple members you will see all contact cards.

For more information Member Contact Card

Search

If you select this it will allow you to complete a standard search (Matching AVAILS, QUAL, OFFICE)

For more information please review Allocations Search options

Gender

This Icon Only works if there is a member in the shift and it will change to

Female

Male

Other

If you click this you will get the What is a Member Card?

Priority

This shows the Priority of the Shift (Service Location) and the lower the number the higher priority so these shifts will be shown at the top of the screen getting priority of allocations

Office

Within this, you are able to see the Office that the Service Location is Attached to.

If you click this you will be able to view the following information - You are able to search another location from the drop-down at the top or load the tree structure and change the data that way

Lock

This shows if the shift is locked by another member or if there is a location document attached

If it is Orange - it means there is a Shift document attached - Uploading Shift/Location Documents

If the shift is red it means another user is locked on the shift and you are able to access the shift at the same time. If you hover over the locked shift you will be able to see what user is locked onto the shift