New Features

Customisable Forms

The Customisable Forms facilitates to create a repository of predefined customised forms to save time and effort as they are reusable 😊 👏 . The highlighting features include:

• You can create new customise forms that include Form Header and Form Body designed with various Layouts, Questions, Sections, Signatures, and Declarations.

• You can create a copy of the existing form and customise the form as per your requirements.

• You can view the version details of the existing Customise Forms.

How to Access Customise Forms Masters?

To access Customise Forms:

• Click Masters → Main Masters → Customise Forms and the Customise Forms pages opens

Customise Forms

The Customise Forms created in Masters save time and effort as they are reusable. You can create multiple Customise Forms and include them in the Notes as Built-in or External Forms.

The Customise Forms page displays the repository of all the forms that are used to collect specific information with predefined form details. The Customise Forms page shows the Form Name, Last Updated On, Last Updated By, Status, and Action details of the existing forms.

You can Add New Form, Edit Form, Copy Form, Preview Form, and check the Version details of the existing forms 🤗.

Add New Form

To Add a New Form:

• Click Add New Form

• The Add New Form pop-up window opens. Provide all the required details

• You can preview the form by clicking Preview to have a quick look at the new form

• Click Save. The newly added form is reflected in the Customise Forms page

Field Name	Description
Form Name	Name of the new form.
Form Header → This section defines the title and description of the form.
Title and Description	Provide the title and description of the new form. On clicking the title/description, the formatting menu appears that allows the user to edit text formatting to create an effective and appealing title and description.
Click to upload image	To upload the image/logo of your organisation. The recommended image size is 350px (width) by 150px (height) with file format as .jpg, .png (max. size 512 KB). The uploaded image/logo can be set to right, left, top left, top center, and top right.
Form Body → This section includes features that help to create and edit the Layouts, Questions, Sections, Signatures, and Declarations in the form.
Layout	The Layout provides the design and arrangement of the Questions, Sections, Signatures, and Declarations. Click Layout to add the layouts in the form. The Layout can be One column, Two columns, One-third left column, and One-third right column. To reset the layout, select the required layout and the menu is available at the top-right corner. You can also delete the selected layout by clicking the delete icon.
Add Questions	To Add Questions to the selected Layout. The Questions can be Textbox, Checkbox, Dropdown, and File Upload. You can add multiple Questions in the selected Layout.
Add Section	To Add Section to the selected Layout. The Section provides the section heading with a description that helps to provide a common heading to a group of fields. You can add multiple sections in a Layout.
Add Signature	To Add Signature to the selected Layout. You can draw a signature using your mouse or upload your scanned signature. Once the Signature is added, the date and time of submission are reflected below the Signature. Note that the maximum size of scanned Signature can be 5MB with file format as .png, .jpg, .jpeg.
Add Declaration	To Add Declaration to the selected Layout. For the newly added Declaration, provide the declaration header and description. In the Declaration, you can add terms and conditions that should be accepted before submitting a form by the person. The Declaration can be set as Mandatory or Optional.
Preview	To view the new form before adding. This helps to check the look and feel of the new form.
✍️ Note the following features of the Forms: Every Question/ Section/ Signature/ Declaration can be dragged and dropped from one place to another or placed in any order. To drag and drop the Question/ Section/ Signature/ Declaration, click the Grab cursor as shown in the figure below. Every Question/ Section/ Signature/ Declaration can be set to Show/ Hide. If the Question/ Section/ Signature/ Declaration is set to Show, it will be visible in the form. If the added Question/ Signature/ Declaration is set to Show. You can set this Question/ Signature/ Declaration as Mandatory or Optional. Mandatory indicates that it is a must to attempt.

🔗 Click this link to view the detailed Customisable Forms document.

Client NDIS Details and Case Notes Management

The National Disability Insurance Scheme, commonly known as the NDIS, is run by the National Disability Insurance Agency (NDIA). The NDIS supports eligible Australians with intellectual, physical, sensory, cognitive, and psychosocial disabilities who were either born or acquired a permanent and significant disability.

The NDIS program helps members to form valuable social connections, develop skills and independence, provide work opportunities, and facilitate recreation and creative expression. These programs are designed to help members to get the required support and improve their skills and independence with time. The NDIS funds reasonable and necessary supports and services that relate to a person's disability to help them achieve their goal.

The eligible members have client goals with predefined goal strategies that are achieved with the support of NDIS. The goals are included in the NDIS plan and are timely reviewed.

Client Management

Client Management helps to manage NDIS clients regarding Personal Details, Registration details, and Client Goals with strategies.

In the Personal Details, Registration, and Client Goals the common client details header information is displayed on the top of each page that is fetched from the Client Details page of the client. The header information shows the Client’s Name, Client Logo image, Industry name, Client Address, Website address, Client’s Email Id, Client Id, Immediate Parent Name, Holding/ Admin Company Name (root Parent Name), and Client Status (Active/Inactive).

On clicking the link of any of the fields, the Client Details page opens for the selected Client.

How to Access Client Management?

To access Client Management:

• Click Profiles → Client → Search Client or click Client Quick Link and the Search Client page opens

• Now, select the client name checkbox with Location Type as Service, Delivery, or Admin and Service and the Action slider window opens as shown in the figure below

• Click Client Management. You can access Personal Details, Registration, Client Goals, and Case Notes

Personal Details

The Personal Details is used save the personal details of the client regarding Name, Gender, Date of Birth, Religion, Marital Status, Nationality, Language Spoken, and Next of Kin Details of the client. Provide all the required details and click Save.

By default, the Display Name of the client is selected and disabled.

Registration

The Registration is used save the registration details of the client. Provide the Registration Number, Aged Care Id, Reference Number, Medicare Card Number, Funding Type, Support Budget, and Care Type of the client. Provide all the required details and click Save.

Client Goals

The Client Goals are set with the intent to achieve the defined goals for the selected client outlined within the NDIS Plan. The Client's Goals are usually focused on physical, social, or independent requirements and it is important to set goals as it helps the beneficiary and their relatives.

The Client Goals displays the Name, Description, Commence Date, Achieved Date, Closed Date, and Status of all the goals as shown in the figure below.

You can add, edit, and delete existing goals.

Add New Goal

To add a New Goal:

• Click Add New Goal

• The Add New Goal pop-up window opens. Provide all the required details

• Click Save and the new goal is added successfully

Edit Goal

You can edit the existing Client Goals. To edit the existing goal:

• Select the required Goal by clicking the checkbox of the existing goal

• The Action slider window opens, now click the Edit Goal as shown in the figure below

• The Edit Goal pop-up window opens. Edit all the required details in the existing Goal

• Click Update and the existing Goal is updated successfully

Delete Goal

You can delete the existing Client Goals. To delete the existing goal:

• Select the required Goal by clicking the checkbox of the existing Goal

• The Action slider window opens, now click the Delete Goal as shown in the figure above

• A confirmation message is displayed 'Are you sure you want to delete this goal?”. Click Yes and the selected goal is deleted successfully

🔗 Click this link to view the detailed Client NDIS Details and Case Notes Management document.

Notes Engine

The Notes Engine facilitates to setup different types of predefined Notes Categories for the user. Each Notes Category includes the form template(s) (already defined in the Customise Forms) that can be set as In Built Form or External Form. You can View/ Manage Access Permissions for the available Notes Categories as Public, Protected, Private, and Custom 👏 😃.

The Case Notes with notes are recorded against the selected Notes Category for the clients. In the Case Notes:

• The staff/members can add/edit/view/comment on the Notes as per the access permissions provided.

• The staff can filter the Case Notes based on Date, Member, Staff, Category, and Shift. The members can filter notes by providing a specific date range.

• Members can submit Notes via Member App and staff can also mandate notes for timesheet submission for the member(s).

How to Access Notes Engine Masters?

To access Notes Engine:

• Click Masters → Main Masters → Notes Engine and the Notes Engine page opens.

Notes Engine

The Notes Engine in Masters facilitates to setup different types of predefined Notes Category for the users. In the Notes Engine, the pre-defined Notes Category can be created for each user. The predefined Notes Category in the Notes Engine can be defined for Case Notes, Progress Notes, Medication History, Patient Notes, and General Notes. Each Notes Category will have the attached form template(s) as In Built form or External form with the defined access permissions.

The Notes Engine page displays the repository of all the available Notes Categories that are used to collect specific information with predefined Notes Category details. The Notes Engine page shows the User Type, Notes Category, Category Icon, Access, Default, Last Updated On, and Status details of the existing Notes Category.

You can Add New Notes Category, Update Notes Category, and View/Manage Access Permissions of the Notes Category.

Add New Notes Category

To Add a New Notes Category:

• Click Add New Notes Category

• The Add New Notes Category pop-up window opens. Provide all the required details

• Click Save and the newly added notes category is reflected in the Notes Engine page

Attach Form Template(s)

The Attach Form Template(s) in the Add New Notes Category facilitates to attach the form template(s) created in the Customise Forms Masters 🧑‍💻.

To Attach Form Template(s) in the Add New Notes Category:

• Click icon in the Attach Form Template(s) field as shown in the figure above and the Attach Form Template(s) pop-up window opens that displays the list of available form template(s)

• Now, select the required Form Template(s) or you can search the form templates by providing the name of the form

• The Form Template(s) can be selected as In Built Form or as External Form and by default In Built Form checkbox is selected

  • The selected In Built Form will be attached as a section for this Notes Category in the Add New Case Note

  • The selected External Form is attached as a URL for this Notes Category and will be shown as a Form icon

    • In the External Form, in case the Required to fill form checkbox is selected that indicates that the user mandatorily needs to add notes for this Note Category in the Add New Case Note

• Once the In Built Form or External Form template(s) are selected, click Add and the form template(s) are added and shown on the top of the screen

• Click View and the selected form opens in a new tab

• Click the Manage Form Template(s) to open the Customise Forms in the Masters and this option is visible to the users based on their User Authorizations

• Click Save and the selected Form Template(s) are shown in the Attach Form Template(s) field and are linked with this New User Notes Category. On selecting this Notes Category in the Add New Case Note, the attached form template(s) will be displayed by default

Notify To

In the Notify To, the user can search and select the staff names with their Email Ids. To activate the staff name, type at least three characters of the staff name .

The selected staff will receive notifications when the notes or comments are added or edited for the selected Notes Category. The staff will receive an email notification for the new notes/comments added as shown in the figure below. On clicking View Note, the note/comment will open.

The staff will also receive an email notification for the updated notes/comments added as shown in the figure below. On clicking View Note, an update on the note/comment will open.

Manage Access

The Manage Access helps to set the access permissions for the creator, staff, member, and client for the Notes Category. To set the access permission for the Notes Category 🔐:

• In the Add New Notes Category, click icon in the Access field, and the Manage Access pop-up window opens

• By default, Public access is selected and you can set the access permission to Public, Private, Protected, or Custom

• Based on the selected access permission, click Continue, and the Manage Permission pop-up window opens

• View/ Manage Access Permission for Staff/ Member/ Client and click Save

• The message show ‘Are you sure you want to grant permission?’, click Yes and the access permission is granted successfully for this Notes Category

Public

By default, Public access is selected for the Add New Notes Category. This indicates that this Notes Category is accessible to everyone i.e. Creator, Staff, Member (in Member App), and Client (in Client Portal).

On clicking Continue, the Manage Permission pop-up window opens

Private

The Private access indicates that this Notes Category is accessible to the Creator along with the Staff Email Ids added. Users need to select the name along with the email id to provide access to the selected Notes Category.

Once the required Staff is added, click Continue, Manage Permission pop-up window opens

Protected

The Protected access includes All and Role options. By default, the All option is selected.

• All - indicates that this Notes Category is accessible to the Creator and Staff.

• Role - indicates that this Notes Category is accessible to the Creator and Staff who belong to the selected Role(s).

Once the All or Role option is selected, click Continue and the Manage Permission pop-up window opens.

Custom

The Custom access includes Industry and Qualification options.

• Industry - indicates that this Notes Category is accessible to the Creator, Staff, Member (in Member App), and Client who belong to the selected Industry (in Client Portal).

• Qualification - indicates that this Notes Category is accessible to the Creator, Staff, Member who belongs to the selected Qualification (in Member App), and Client (in Client Portal).

Once the Industry or Qualification option is selected, click Continue and the Manage Permission pop-up window opens.

View/ Manage Access Permissions

In the Notes Engine page, you can View/ Manage Access Permissions for all the available Notes Categories in case you have access permission for the Notes Engine Masters.

In the Notes Engine landing page, click the View/Manage Access Permissions to manage the access permission (Add, View, Edit, Delete to Comment) for all the available Notes Engine and click Save.

Update Case Notes Category

To update the existing Case Notes Category:

• Click the edit icon as shown in the figure below and click Update Case Notes Category and the Update Notes Category pop-up window opens

• Edit all the required details.

• Before updating, you can preview the Notes Category by clicking Preview.

• Click Update 😊.

Updating the attached forms will have no impact on already filled forms by the users. The updated attached forms will be available to users to fill in for the new notes.

Case Notes

The Case Notes display the notes recorded against the Notes Category that are organised month-wise for each year. Each month/year shows the number of available case notes 😌 ⏲️.

You can Add New Case Note, Filter Notes (based on Date, Member, Staff, Category, and Shift), Send Mail, Export data to Excel, and view/edit the Settings. You can also edit/delete existing Case Notes, View/Edit Forms, Export notes to PDF and add Comments to the notes.

Each Note shows the details of the Category, Related To, Event Date, Access, Status, Note Title, Description, and Last Activity By.

Add New Case Note

To add a New Case Note:

• Click Add New Case Note.

• The Add New Case Note pop-up screen opens. Provide all the required details.

• Click Save. The newly added Case Note is reflected in the Case Notes page.

Related To

The New Case Notes can be associated with Delivery, Member, or Professional.

To set Related To in the Add New Case Notes:

• Click the sign (as shown in the figure above) and the Related To pop-up window opens.

• Select Notes Related To as Delivery, Member, or Professional.

• Type in three characters of the name to activate the user name list and select the required name.

• Click Save. Now, this note will be visible for the selected Related To values whether associated with the Delivery, Member, or Professional.

🔗 Click this link to view the detailed Notes Engine.

Member Fatigue Management

Fatigue is a significant issue in modern business, due to high-demand jobs, long duty periods, disruption of daily rhythms, and accumulative sleep debt. It is mental and physical exhaustion that reduces your employee's ability to perform his work safely and actively. Managing fatigue in the workplace is an essential part to get workers' productivity and ensure their safety 🧑‍🏭 😊.

This Member Fatigue Management module allows you to define the control measures that will help you to reduce the risks of fatigue of your members. You will be able to define control measures to manage the shift worked hours within a defined period and can also define the shift hours gaps within the shifts.

Some work sectors are inherently at a higher risk of fatigue, particularly when shift work is part of their business model. This module will help you to define different control measures as per the Member Industry, Member Qualifications, or Member Employment Type.

How to Access Member Fatigue Management?

To access Member Fatigue Management:

• Click Masters → Allocation Master → Member Fatigue Management and the Member Fatigue Management page opens

Member Fatigue Management

The Member Fatigue Management sets the global level to nominate Control Measures and Auto Check the system automatically while allocating shifts to the members in the Staff Portal application.

Nominate Control Measure

To define the Control Measure, select from the following available options:

• All Members

• Members with Industry match rule

• Members with Qualification match rule

• Member with Employment type rule

You need to nominate Control Measure with maximum priority in case of multiple rules exists per member of the same combination. The Control Measure lowest to highest priority is defined as All Members → Employee Type → Member Industry → Member Qualification (as explained in the figure below). The highest priority is provided to Member Qualification and the lowest priority is given to All Members.

In case you have defined a separate rule for each Member Industry, Member Qualification, or Member Employment Type, the system will apply conditions based on the highest priority and ignore other rules. Maximum priority is required when two rules are defined, to understand this process refer to the example explained below.

Auto Check Rules

The Auto Check is a mandatory check that will define whether the Member Fatigue Management rules will be checked by the system automatically while allocating shifts to the members or will be done by the internal staff manually whenever required ☑️ 😌.

• Select FALSE – Internal Staff will check the Fatigue Management rules from the Fatigue Management Masters when required. This option will keep the system load balanced

• Select TRUE – Active Fatigue Management rules will apply automatically when the internal staff allocates members in the Shift and by default True option is selected

The existing Rules are displayed in the Member Fatigue Management page and display Rule No, Rule, Control Measure Type, Restriction Type, Action Type (External), Rule Apply Start Date, Rule Apply End Date, Last Activity (View Log), Status, and Action.

You can action the existing fatigue rule to Edit, Copy, or Delete.

Add New Rule

To add a New Rule:

• Click Add New Rule as shown in the figure above

• The Add New Rule pop-up window opens. Provide all the required details

• Click Save to save the new rule 😎

🔗 Click this link to view the detailed Member Fatigure Management document.

Advanced Infection Control

The Advanced Infection Control feature restricts staff/members from booking/accepting shifts based on real-time infection information and helps in curbing the spread of infection at workplaces 🏥 ??‍⚕️.

In this feature, the user can add new infections, edit existing infections, or remove existing infections on the Service Locations/ Delivery Locations. The infections listed against the various shifts will be visible to the user during the shift allocation process. The system checks whether the member is booked for the Infection Shifts or Non-Infection shifts for the specified duration, and shows the confirmation messages before allocating the shifts to the member. The confirmation message is displayed when the member is allocated from Infection to Non-Infection shifts and vice versa. Members are notified about the infection update through email notification. 

The Infections defined for the Service Locations/ Delivery Locations in the Infection Control Module of the Staff Portal application are reflected in the Member App and the impact of the infection is reflected in the My Shift and Released Shifts screens. 

How to Access Advanced Infection Control?

To access Advanced Infection Control:

• Click the Infections link available at the footer of the Entire OnHire application and the Infection Control page opens.

Infection Control

The Infection Control displays the repository of all the existing infections that are on various Service Locations/ Delivery Locations. The Infection Control page shows the Service Location, Delivery Location, Infection(s), Restriction, Last Updated, Last Updated by, and Actions details of the infections. You can add new infections, and edit existing infections 😌.

Add Infection

To add a new infection:

• Click Add New Infection from the Infection Control page as shown in the figure below

• The Add Infection pop-up window opens. Provide all the required details

• Click Save. The newly added infection is reflected in the Infection Control page 👏

Affected Shift(s) Confirmation

The Affected Shifts(s) Confirmation screen appears when the 'Add infection(s) to all existing shifts for the current and future dates' toggle button is set to ON and on clicking the Save button while adding or editing the infection(s). The Add/ Edit infection(s) will affect all the existing shifts for the current and future dates. By default, the toggle button 'Add infection(s) to all existing shifts for the current and future dates' is set to ON.

The Affected Shifts(s) Confirmation screen shows the total number of shifts affected by adding/ editing the infection(s). The user can select the shift(s) that need to be included for the Add/ Edit Infection(s) and by default, ‘Shift(s) with no Active Member(s)’ are selected. The Affected Shift(s) Confirmation pop-up window shows:

• Shifts(s) with no Active Member(s) in the Green colour, display the number of shifts selected, and by default, all the shift(s) are selected.

• Shift(s) with Active Member(s) in Orange colour, display the number of shifts selected, and by default, none of the shift(s) are selected. The user needs to manually select the required shift(s) and an email notification will be subsequently sent to the selected members.

• Lock or Broadcast Shift(s) with disabled Add/Edit or Remove Infection(s) in Red colour, display the number of shifts Locked or Broadcast shift(s). The Shift(s) are disabled for selection and are shown for information purposes only.

• Show/Hide toggle will show or hide the selected colour shifts. The Show displays and Hide will not display shifts of the selected colour in the listed shift(s).

• Select All/Unselect toggle will select or unselect the Green and Orange colour shift(s). In case the Green or Orange colour shift(s) is selected as Hide, the Select/ Unselect toggle is disabled.

• Refresh will fetch the updates of any existing shifts.

• Click Save and the Success message is displayed showing the number of affected shift(s). You can download the complete report by clicking the Download Report as shown in the figure below. This report is downloaded in .CSV format.

• If the Notify Member(s) checkbox is selected in the Affected Shift(s) Confirmation screen, an email notification will be sent to all the affected members.

• On clicking Save, the Sent Email pop-up window is displayed. Select the Infection Control Email Template (created in Masters) from the drop-down.

• The Email From, Email To, and Email Subject details are automatically fetched on selecting the Email Template and can also be edited.

• You can View Signature and Email Preview.

• Click Send Email and an Email notification will be sent to the affected members. The Email notification to the members will be sent individually to maintain privacy 📭.

• In case the Create Log checkbox is selected in the Email Sent screen, the Contact Log is created in the system and the Reason of Contact should be selected as 'Infection Update' as shown in the figure below.

🔗 For a detailed Advanced Infection Control document, refer to this link.

Check-In / Check-Out Dashboard and Report

The Check-In / Check-Out Dashboard and Report provides all the shift details to analyse the variance between the set shift timing with the actual Check-In / Check-Out timings for the specified period in an informative and interactive way with graphical representations.

Based on the selected filters, two charts i.e. Shift Details Report chart and Check-In / Check-Out Report chart are displayed with detailed data in tabular form. The Shift Details Report chart displays all the shifts booked for the particular time period with the Service Location selected (as per the filters) and the Check-In / Check-Out Report chart displays all the shifts with the Check-In / Check-Out Details (as per the filters).

The user can also easily export and download the report in PDF and CSV format to analyse and identify the actual Check-In / Check-Out shift details against the provided shift timings.

How to Access Check-In / Check-Out Dashboard and Report?

To access Check-In / Check-Out Dashboard and Report:

• Click Reports → Booking Reports → Check-In / Check-Out Dashboard and Report and the Check-In / Check-Out Dashboard and Report page opens

Check-In / Check-Out Dashboard and Report

The Check-In / Check-Out Dashboard and Report show the charts and the detailed tabular report based on the Check-In and Check-Out performed by the members in their corresponding shifts. By default, the charts and tabular reports are displayed on the basis of the default filters selected.

The Check-In / Check-Out Dashboard and Report are generated based on the options selected in the filters. To generate the Check-In / Check-Out Dashboard and Report:

• Provide the required filters i.e. Time Period, From Date, To Date, Service Location, and Allowed Exemption.

• Click Apply and the charts and reports are generated accordingly

• You can download the Shift Details Report and Check-In / Check-Out Report by clicking the Download Report in PDF and CSV formats respectively

• Click Exit to go back to the Reports

Charts

Based on the selected filter, the Shift Details Chart and Check-In / Check-Out Report Chart are displayed.

• By default, both charts display the data with the Time Period as ‘Last 7 Days’ and Allowed Exemption as '10 mins'

• If the Time Period is selected as ‘Last 7 Days’ or ‘Last Week’, the chart is represented day-wise, i.e. Monday, Tuesday, Wednesday, and so on

• If the Time Period is selected as ‘Last Fortnight’ or ‘Custom’, the chart is represented week-wise, i.e. Week 1, Week 2, Week 3, and so on

Shift Details Report Chart

This chart includes all the shifts booked for the particular time period and Service Location selected (as per the filters). Two types of charts can be generated i.e. Bar Chart and Line Chart, and by default, Bar Chart is displayed.

The parameters displayed in the chart include:

• Total Booked Shifts: All the shifts booked as per the filters

• All Shifts with Check-In / Check-Out Details: All the shifts with Check-In / Check-Out Details as per the filters

• All Shifts with Missed Check-In / Check-Out Details: All the shifts with missing Check-In / Check-Out Details as per the filters

Check-In / Check-Out Report Chart

This chart includes all the shifts having the Check-In / Check-Out Details (as per the filters). Two types of charts can be generated i.e. Bar Chart and Line Chart, and by default, Line Chart is displayed.

The parameters displayed in the chart include:

• All Shifts with Check-In / Check-Out Details: All the shifts with Check-In / Check-Out Details as per the filters

• All On-Time Shifts: All shifts that are within the Allowed Exemption limit criteria

• All Shifts with Check-In / Check-Out Discrepancy: All the shifts with either Late Check-In or Early Check-Out or Both

By default, the Shift Details Report chart is selected and highlighted with a blue colour outline.

Tabular Report

This shows all the shift details in a tabular format as per the selected filters and based on the selected chart i.e. Shift Details Report chart or Check-In / Check-Out Details chart.

The Report shows the Service Location, Delivery Location, Member Name, Employee Id, Shift Date, Shift Status, Start Time, Check-In Date/Time, End Time, Check-Out Date/Time, and Check-In / Check-Out Status.

• The Shift Status is shown as Shift Booked or Timesheet Submitted

• The Check-In / Check-Out Status is shown as Late Check In, Early Check Out, Discrepancy, Missed, and On Time

• The Start Time, Check-In Date/Time, End Time, and Check-Out Date/Time shows the shift timing with the actual Check-In / Check-Out Time

By default, Shift Details Report data will be displayed

🔗 Click this link to view the detailed Check-In / Check-Out Dashboard and Report.

Client Infection Control Dashboard and Report

The Client Infection Control Dashboard and Report provide all the shift information related to the Infection(s) and Restriction Period applied for a particular Client Location within the specified period in an informative and interactive way with graphical representations.

Based on the selected filters, two charts i.e. Active Infection(s) chart and Applied Infection(s) chart are displayed with the detailed view report in tabular form. The Active Infection(s) Chart displays the total active Infection(s), their usage on clients (Service Location / Delivery Location), and total affected shifts for a particular period, and the Applied Infection(s) Chart displayed the infection(s) based on the infection types with the client and shift details per infection that were applied or active during the selected period.

The user can also easily export and download the report in PDF and CSV format to analyse and identify the infection details in the corresponding shifts.

How to Access Client Infection Control Dashboard and Report?

To access the Client Infection Control Dashboard and Report:

• Click Reports → Client Reports → Client Infection Control Dashboard and Report and the Client Infection Control Dashboard and Report page opens

Client Infection Control Dashboard and Report

The Client Infection Control Dashboard and Report show the charts and the detailed tabular report based on infections applied to Client Locations for their corresponding shifts. By default, the charts and tabular reports are displayed based on the default filters selected.

The Client Infection Control Dashboard and Report are generated based on the options selected in the filters. To generate the Client Infection Control Dashboard and Report :

• Provide the required filters i.e. Time Period, Service Location, Delivery Location, or Infection(s).

• Click Apply and the charts and reports are generated accordingly

• You can download the Client Infection Control Dashboard and Report by clicking the Download Report in PDF and CSV formats respectively

• Click Exit to go back to the Reports

Charts

Based on the selected filter, the Active Infection(s) Chart / Applied Infection(s) Chart are displayed. By default, both charts display the data with the Time Period as ‘Today and Future’.

Active Infection(s) Chart

This chart includes the total active Infection(s), their usage on clients (Service Location / Delivery Location), and total affected shifts for a particular period.

The parameters displayed in the chart include:

• Total Active Infection(s): Shows the total number of active infection(s) for the selected period

• All Service Locations with Infection(s): Shows the total number of Service Locations on which infection(s) are applied for the selected period

• All Delivery Locations with Infection(s): Shows the total count of Delivery Locations (based on the selected Service Location) on which infection(s) is applied for the selected period

  • If the infection(s) is applied on the Service Location that includes multiple Delivery Locations, the infection(s) on the Delivery Locations will also be counted

  • If the infection(s) is applied on the Delivery Location, the infection(s) on the Service Locations will not be counted

  • If the infection(s) is applied on both the Service Location and Delivery Location, the infection(s) of both Service Location and Delivery Locations will be counted

• All Shifts with Infection(s): Shows the total count of all the shifts that have infections applied for the selected period as per the shift date

Applied Infection(s) Chart

This chart shows the infection(s) based on the infection types with the client and shift details per infection that were applied or active during the selected period.

To illustrate, the Active Infection(s) Chart shows a total count of 5 infections applied for a selected period whereas the Applied Infection(s) Chart shows these 5 infection types individually and their applications on client locations and shifts.

The parameters displayed in the chart include:

• All Service Locations with Infection Applied: Shows the total number of Service Locations with a particular infection(s) applied for the selected period

• All Delivery Locations with Infection Applied: Shows the total number of Delivery Locations with a particular infection(s) applied for the selected period

  • If the infection(s) is applied on the Service Location that includes multiple Delivery Locations, the infection(s) applied on Delivery Locations will also be counted

  • If the infection(s) is applied on the Delivery Location, the infection(s) applied on the Service Locations will not be counted

  • If the infection(s) is applied on both the Service Location and Delivery Location, the infection(s) of both Service Location and Delivery Locations will be counted (as individual-level infections have been applied on both)

• All Shifts with Infection Applied: Shows the total count of all the shifts with infection(s) applied for the selected period as per the shift date

View Report

This shows all the shift details in a tabular format as per the selected filters.

The View Report shows the Service Location, Delivery Location, Qualification, Shift Status, Employee Id, Member Name, Shift Date, Shift Type, Start Time, End Time, Infection(s), and Restriction Period.

🔗 Click this link to view the detailed Client Infection Control Dashboard and Report.

Enhancement

Add/Update Professional

Professional Status

In the Add/Update Professional pages of the Staff Portal, the user can modify the status of the professional as Active or Inactive.

The Professionals with the Professional Status as Active will be able to login to Professional App and Professional Portal.

Unlink Client(s)

In the Update Professional, the user can unlink the clients from the professional. To unlink the client from the selected professional:

• Select Profiles → Professionals → Search Professional and the Search Professional page opens

• Click the Edit icon of the professional and the Update Professional page opens

• Select the Client(s) linked with the Professional and click Unlink Client(s) (as shown in the figure below) and the confirmation pop-up appears 'Are you sure you want to unlink the selected Client(s) from the Professional?'.

• Click Yes and the selected Client(s) is unlinked for this professional successfully. 

When the client(s) are unlinked from the selected professional, the professional will not be able to create/update any data for this client on the Professional Portal /Client Portal or Professional App.

Professional Status Log

The Professional Status Log is displayed in Edit/Update Professional Page and shows the details of the last updated status only.

Applicant Detail Report

In Reports, now the Applicant Detail Report has a new field added as ‘Follow up’. This field will fetch the follow-up date with the Application Status as Deferred and Reapply.

To generate the Applicant Detail Report:

• Click Reports → Recruitment Reports → Applicants Detail Report and the Applicant Detail Report page opens

• Select the Relationship Office and other required details

• Click Report

Also, you can export the data of the Applicant Detail Report by clicking Export to Excel and the report will be downloaded into CSV format.

Aboriginal / Torres Strait Islander

The Aboriginal / Torres Strait Islander field is shown in the Personal Details page, Applicant Detail Report page of the Staff Portal, and Personal page of the Applicant Portal.

In Staff Portal - Personal Details

In the Personal Details page of the Staff Portal, the Aboriginal / Torres Strait Islander field is now always enabled as "Do you identify as Aboriginal / Torres Straight Islander?'.

In the "Do you identify as Aboriginal / Torres Straight Islander?' field, the options available are Yes, No, and Prefer not to say. You can select any one option from the available options and the selection is not mandatory.

In Staff Portal - Applicant Detail Report

In the Applicant Detail Report, a new filter option as Cultural Native Origin/Proof of Aboriginality is added to fetch the data accordingly in the report.

To generate the Applicant Detail Report:

• Click Reports → Recruitment Reports → Applicants Detail Report and the Applicant Detail Report page opens

• Select the Relationship Office, Cultural Native Origin/Proof of Aboriginality, and other required details

• In the Cultural Native Origin/Proof of Aboriginality field, the options available are Yes, No, and Prefer not to say and you can select any one option from the available options

• Click Report and the Applicant Detail Report will be generated based on the option selected in the Cultural Native Origin/Proof of Aboriginality field

In Applicant Portal - Personal

Also, in the Personal page of the Applicant Portal, the Aboriginal / Torres Strait Islander field is now always enabled as "Do you identify as Aboriginal / Torres Straight Islander?' with the options available as Yes, No, and Prefer not to say.

Finance Application

Length of Tracking Name 1

The length of the Tracking Name 1 field is now increased to 18 characters.

This is also reflected in the Xero report exports.

Member App - Break Minutes for Unmanaged Job Roster

In the Member App, the break minutes for the Unmanaged Job Roster will be shown:

Case 1: For the current job, the break minutes are shown from the Job Start Date to the Current Date. If the user adds any date that appears outside the date range of the default roster, the break minutes of that day will be included.

Case 2: For the completed job, the break minutes are shown from Job Start Date to Job End Date.

Create / Edit Referee(s) - Status

In Create / Edit Referee(s) page, when the Notify / Feedback is shown as:

• Approved/Completed - If the feedback is already submitted, the Notify/Feedback column shows View Feedback (you can view the provided feedback by clicking View Feedback). On the Reference Pending page, on clicking Send Feedback Reminder for this Applicant/Member Name, the ‘Referee Form is already submitted’ message is displayed.

• Inactive/Rejected - If the Contact Status is changed from:

  • Approved/Complete to Inactive/Rejected (for form submitted), the Notify/Feedback column shows Notify Referee. On clicking the Notify Referee, the message ‘Referee Form is already submitted’ is displayed.

  • Waiting/New to Inactive/Rejected (for form not submitted), the Notify/Feedback column shows Notify Referee and changes the Contact Status to Waiting. On clicking the Notify Referee, the message ‘Email notification has been sent’ is displayed.

• Waiting/New - If the Contact Status is Waiting/New, the Notify/Feedback column shows Notify Referee. On clicking the Notify Referee, the message ‘Email notification has been sent’ is displayed.

Masters - Export To Excel Feature

In Masters, the Export to Excel feature is added to the various pages of the Staff Portal application which will help users to export all the data in the CSV format.

The Export to Excel feature is provided in the following reports:

1. Client Groups

The Export to Excel is added to the Client Groups page. To export the data:

• Click Masters → Client Master → Client Groups

• Now, click Export to Excel to download the available data into CSV format.

The figure below shows the Client Groups report in CSV format.

2. EntireHR User

The Export to Excel is added to the EntireHR Users page. To export the data:

• Click Masters → Main Masters → EntireHR Users

• Now, click Export to Excel to download the available data into CSV format.

The figure below shows the EntireHR User report in CSV format.

3. Interview Guidelines

The Export to Excel is added to the Interview Guidelines page. To export the data:

• Click Masters → Member Master → Interview Guidelines

• Now, click Export to Excel to download the available data into CSV format.

The figure below shows the Interview Guidelines report in CSV format.

4. Member Shifts

The Export to Excel is added to the Member Shifts page. To export the data:

• Click Masters → Allocation Master → Member Shifts

• Now, click Export to Excel to download the available data into CSV format.

The figure below shows the Member Shifts report in CSV format.

5. Reporting Office

The Export to Excel is added to the Reporting Office page. To export the data:

• Click Masters → Main Masters → Reporting Office

• Now, click Export to Excel to download the available data into CSV format

The figure below shows the Reporting Office report in CSV format.

6. Screening Guidelines

The Export to Excel is added to the Screening Guidelines page. To export the data:

• Click Masters → Member Master → Screening Guidelines

• Now, click Export to Excel to download the available data into CSV format

The figure below shows the Screening Guidelines report in CSV format.

7. SMS Template

The Export to Excel is added to the SMS Template page. To export the data:

• Click Masters → Main Masters → SMS Template

• Now, click Export to Excel to download the available data into CSV format.

The figure below shows the SMS Template report in CSV format.

8. Years of Experience

The Export to Excel is added to the Years of Experience page. To export the data:

• Click Masters → Member Master → Years of Experience

• Now, click Export to Excel to download the available data into CSV format.

The figure below shows the Years of Experience report in CSV format.

9. Business Sector

The Export to Excel is added to the Business Sector page. To export the data:

• Click Masters → Client Master → Business Sector

• Now, click Export to Excel to download the available data into CSV format

The figure below shows the Business Sector report in CSV format.

10. Client Location Function

The Export to Excel is added to the Client Location Function page. To export the data:

• Click Masters → Client Master → Client Location Function

• Now, click Export to Excel to download the available data into CSV format.

The figure below shows the Business Sector report in CSV format.

11. Industry Type

The Export to Excel is added to the Industry Type page. To export the data:

• Click Masters → Client Master → Industry Type

• Now, click Export to Excel to download the available data into an excel sheet.

The figure below shows the Industry Type report in CSV format.

12. Competencies / Interview Questions

The Export to Excel is added to the Competencies / Interview Questions page. To export the data:

• Click Masters → Member Master → Competencies / Interview Questions

• Now, click Export to Excel to download the available data into CSV format

The figure below shows the Competencies / Interview Questions report in CSV format.

13. Client Documents

The Export to Excel is added to the Client Documents page. To export the data:

• Click Masters → Client Master → Client Documents

• Now, click Export to Excel to download the available data into CSV format.

The figure below shows the Client Documents report in CSV format.

14. Shift Tasks Checklist

The Export to Excel is added to the Shift Tasks Checklist page. To export the data:

• Click Masters → Member Master → Shift Tasks Checklist

• Now, click Export to Excel to download the available data into CSV format.

The figure below shows the Shift Tasks Checklist report in CSV format.

Resolved Issues

We are constantly working to improve our Entire OnHire Application and have resolved all these issues for you 😊.

Feedback

We have incorporated the new features, enhancements, and fixes to provide you with a delightful user experience 😌. We would love to hear back from you about your experience with our product or service. Please drop your suggestions and feedback at 📭 feedback@entiresoftware.com.