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Growth Module - Smart Shifts

Owned by Meenakshi Razdan
Last updated: Sept 27, 2023
16 min read

Feature available from Version X9.3 and above

Introduction

The brand new Smart Shifts feature in the Workforce App allows your members to narrow down the search of the specific Released Shifts by using their preferred restriction criteria. A popular example would be to use Smart Shifts to filter the list by Shift Distance Range.

Rather than sifting through potentially hundreds of released shifts on their small mobile screen, members can view the Released Shifts with this custom filtered view in order to best meet their travel requirements. Members can add multiple Smart Shift filters, and each filter can have multiple matching conditions.

When the Smart Shift filters are applied, the Released Shifts screen shows Released Shift numbers, Shifts Filtered numbers, name(s) of any filters applied, as well as the number of filters applied on the filter badge icon. The member can easily add, edit, or remove any applied Smart Shift filters in order to view a broader range of released shifts on their screen 😊.

How to Access Smart Shifts?

To access Smart Shifts from the Member App:

  • From the Dashboard, click the Released icon to open the Released Shifts screen

  • The Released Shifts screen shows the Shifts based on the default Shift Distance Range filter with the number of Shift(s) Matched. Tap on the filter badge icon (as shown in the figure below) to open the Smart Shifts Filter screen

  • 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

How to Add New Smart Shift Filters?

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

  • Provide the When Shift, Based on, Matches, and Filter Name details

  • You can add conditions to the new filter by clicking the plus icon

  • In the Add Condition, Select the option ‘AND / OR’ by clicking on the required option. By default, the ‘AND / OR’ condition is enabled and the option highlighted in blue is the selected option. Note that ‘AND’ evaluates all conditions added must be true and ‘OR’ evaluates any one of the conditions added must be true for the overall condition to be true

  • Provide the When Shift, Based on, and Matches details. You can further add multiple conditions as per your requirements

  • You can remove the Condition by clicking the minus icon as shown in the figure below

Note that you cannot add conditions with the same ‘When Shift’ filter condition in the filter, it will show the message ‘This filter condition is already applied’.

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 Expertise 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.

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.

  • ‘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.

  • ‘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.

  • ‘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.

  • ‘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.

  • ‘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).

    • 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.

    • Select the Based on condition as ‘Include’ or ‘Exclude’ with the Matches value(s) and click Done.

The Delivery filter is added for the Worked with the client.

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.

 

Add Filter

To add a new filter that can include multiple conditions.

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

  • The filter is applied successfully in the available Released Shifts screen . Now, the Released Shifts screen shows:

1. Released Shifts: shows the total number of Released Shifts by the agency based on the member
release shift matching criteria

2. Shift(s) Filtered: shows the total number of Shift(s) Filtered based on the new filter added

3. Filter: shows the filter name ‘Shift Type’ applied and highlighted in green color. You can click the filter
name to edit this filter

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

How to Add Multiple Smart Shift Filters?

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

To add multiple filters:

  • 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

Once all the required filters are defined, click Confirm Filters.

When all the filters are defined and confirmed in the Smart Shifts Filter screen, the Released Shifts screen shows:

  1. Released Shifts: shows the total number of Released Shifts by the agency based on the member release shift matching criteria

  2. Shift Distance Range: shows the default or customised Shift Distance Range filter selected

  3. Shift(s) Filtered: shows the number of shifts filtered based on the new filters added

  4. Filters: shows all the applied filters with the filter names highlighted in green color

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

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

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.

How to Add/Modify Shift Distance Range Filter?

To add/modify the Shift Distance Range filter:

  • Click the filter badge icon from the Released Shifts screen and the Smart Shifts Filter screen opens

  • In the Smart Shifts Filter screen, click the Distance Range link or From Address link

  • The Shift Distance Range screen appears, now select the new Current Source Address (Your Start Location) and Current Distance Range (Shifts in an area)

  • Click Confirm shift distance range changes and the Shift Distance Range is changed in the Released Shift screen

  • To restore the default settings for the user, click Reset shift range to default settings option

  • On clicking Confirm shift distance range changes, the new Shift Distance Range is shown in the Released Shifts screen with the filtered shifts based on the new distance range filter selected. The Released Shifts screen shows:

1. Released Shifts: shows the total number of Released Shifts by the agency based on the member
release shift matching criteria

2. Shift Distance Range: shows the new selected Shift Distance Range

3. Shift(s) Filtered: shows the total number of Shift(s) Filtered based on the new distance range filter
added

4. Filter badge icon: shows the red cross icon that indicates the default settings of the Shift Distance
Range filter is updated

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.

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:

  1. 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.

  1. 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.

  1. 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.

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.

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.

  • 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.

    • Select the State from the Choose Shift Distance Range Details. You can also select multiple States by clicking against the checkbox and click Done.

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.

  • When filter(s) is added → red cross icon appears that shows the number of Smart Shifts Filter(s) applied.

  • 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.

  • 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.

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.

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.

  • Shift sorted by Shift Time: The shifts are sorted based on the shift start time and are arranged in ascending order with the earliest shift start time i.e. 6:00 to 2:00, 14:00 to 22:00, etc. This type of sorting ensures that the shifts are displayed sequentially, allowing users to identify the upcoming shifts easily.

  • Shift sorted by Shift Distance: This option arranges the shifts in ascending order based on the provided details in the Shift Distance Range screen (i.e. member’s selected Current Source Address and Current Distance Range address) with the distance values selected as 30 KM, 40 KM, 50 KM, etc. To view the Shift Distance details, the user can tap on the distance icon to view the distance and time details as shown in the figure below.

    The Distance & Time pop-up shows the Distance to client’s address, Expected travel time, and Calculating distance from details.

  • 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.

Screen Filters

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

From the top-right corner of the screen, click the Screen Filter icon and the Screen Filter pop-up opens. Select the required Client, Shift Type, Qualification, and/or Expertise checkboxes, and click Apply. The released shifts are filtered based on the selected filters.

How to Delete Smart Shift Filters?

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.

To delete all the existing filters:

  • Click the cross icon on the filter badge icon and the Remove All Smart Shifts Filters alert message is shown ‘Are you sure you want to remove all the applied filters? Once the filters are removed you cannot restore the applied filters.'

  • Click Yes, delete it! to clear all the applied filters

To delete the Shift Distance Range filter:

  • Click the cross icon on the filter badge icon and the Shift Distance Range Settings pop-up window shows the alert message ‘Are you sure you want to reset the Shift Distance Range settings?’

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

Delete Filter in Smart Shifts Filter

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

To delete the existing Filter(s):

  • Click the cross icon on the existing filter name and the Delete Alert is shown as 'Are you sure you want to delete this filter?'

  • Click Yes, delete it! to delete the filter

To reset the Shift Distance Range filter in the Shift Distance Range screen:

  • Click the Reset shift range to default settings and the Shift Distance Range Settings pop-up window shows the alert message ‘Are you sure you want to reset the Shift Distance Range settings?’

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

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 .

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.

Member App- Smart Shifts Filters

#version X9.2 Beta

 

 

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