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
This shows the Service Location which is where the shift is taking place
SMS
This allows you to SMS the client/professional
Delivery Location
This shows the Delivery Location if required and usually as a separate address of the service location
Qualification
This states the Qualification required for the shift
Expertise
This states the expertise of the shift if required which you are able to search on
Start Date
This states the Date of the shift
End Date
This states the end date of the shift - usually only if it is an unmanaged job - Supercharger - Unmanaged Jobs
Day
This states the day of the week of the shift
Shift
This states the Shift Type = AM - PM - NS - SL etc
Start
This states the start time of the shift
End
This states the end time of the shift
Professional
This shows the professionals name who requested the shift
Number
This is referring to the Shift Ratio, For more information Shift Ratios
S Log
This is the Shift Log - Which shows you everything that has happened within actions on that shift
C Log
This shows the booked/timesheet submitted shifts for that location which you can filter with a date range. You are also able to search for other clients' names from here.
R & R
This allows you to view the Member requests and Restrictions/Client Restrictions and Requests for that Service Location. You are also able to search for any other service/delivery to review
Order No.
This shows the order number that you entered at the time of the shift
Suburb
Within this section, you are able to see the suburb where the service location is based in
Loading Speed
DB Execution Time : 0.220 Sec | Total Time Elapsed : 1.072 Sec
If you ever feel like there is a lag within your system please provide us with a screenshot of the information below