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
Select
This allows you to select on 1 or more shifts
BN - (Booking Notes)
If this is orange it means that there is booking notes on that shift
If it is blue it means there are no booking notes
To Add/Edit - Please select the and then update and save.
Please note that Booking notes can be
Internal
Show to Member
Show to Client
Service Location
SMS
Delivery Location
Qualification
Expertise
Start Date
End Date
Day
Shift
Start
End
Professional
Number
S Log
C Log
R & R
Order No.
Suburb
Loading Speed
DB Execution Time : 0.220 Sec | Total Time Elapsed : 1.072 Sec