ShiftCare uses traffic light system to give roster managers/coordinators visual cue for various lifecycle state of shift. A shift will automatically move through 4 main lifecycle states:
- Invoiced (final)
Within each state you can perform certain functions/operations on a shift or move it to next state.
Shift can be in pending state or red color state when one of the following conditions is not met. This is a visual cue for Roster managers that action is required. Conditions:
- No staff or client has been added to the shift
- Number of staff within a shift is less than number of clients (based on ratios)
- Staff is double booked with another shift
- Staff has a non-working day, which clashes with Shift times
- Staff has been approved a leave again clashing with Shift
Inorder to fix pending issue, you can fix by editing the shift and re-saving it. If all of the above conditions have been cleared, then shift will move to Booked or green state.
Shift will be in booked state, when all of the conditions for pending shift have been resolved. This means that shift is ready for service and required staff or clients are allocated correctly.
When admin user explicity cancels a shift due to client cancellation or various other reasons, shift is marked cancelled in system and moves to Cancelled or orange state. Both pending and booked shifts can be moved to cancelled state and anytime.
At this stage, shift cannot be edited any further. You can also revert cancellation by Rebooking shift
This is the final state of shift and shift cannot be edited or deleted. Shift automatically moves to invoiced state, once a client is invoiced for a given service.
Note! Only booked shifts can be invoiced.