Manage shift requests
The Shift Requests Management form displays all the shift requests assigned to the shift manager. The requests are grouped by Facility/Program. This form also provides any responses from matched staff (such as Accepted or Denied).
Go to: Agency > Centralized Scheduling > Shift Management > Shifts Management.
Within the area outlined in red, you can:
- Refresh the matches for all displayed rows.
- Enter the start date and end date to filter the displayed rows.
- In the Accepted Staff field click the binoculars icon and select the staff to view only those rows where that particular staff has accepted a shift.
- Click Update to update the rows displayed.
With the area outlined in green, you can:
- View each shift request
- Refresh the matches for that particular shift/row
- Click the underlined shift link to view the shift details
- Click the underlined requirements link to view the generate shift request window
The rows are color-coded:
- Red - Within 72 hours
- Yellow - Between 72 hours and 7 days
- Green - Over 7 days
- White - Filled shift
- To view a list of available staff who match the shift requirements, click the underlined Matches link.
Note: Any staff member who is already assigned a shift will not be included in this list.
To view all potential staff members who match the shift requirements including staff members who are already assigned a shift at that time, right-click the underlined Matches link and select Calculate Potential Matches.
Note: This option is not available for requests that have been filled, split, or occured in the past.