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Scheduling — Shift Alerts & Clashes

Training Session Recording

We covered the following:

Shift Alerts

  • Overview

    • Purpose of Shift Alerts

    • Importance for payroll and approvals

  • Accessing Shift Alerts

    • Navigation path (Scheduling → Review → Shift Alerts)

  • Understanding the Shift Alerts Table

    • Key columns (Support Worker, Shift Type, Start/End Time, Status)

    • Sorting and identifying alerts

    • Visibility of cancelled supports

  • Actioning Alerts

    • Missed Clock Ins (how to complete)

    • Missed Clock Outs (how to complete)

    • Using quick actions vs View Support

  • Undo Clock In/Out

    • When to use

    • Key considerations (permanent action)

  • Audit Trail

    • Where to find it

    • What information it provides

  • Cancelled Shifts

    • Viewing cancellation details

    • Updating cancellation information

    • Sending shifts for approval

Shift Clashes Report

  • Overview

    • Purpose of the report

    • Types of conflicts identified

  • Accessing the Report

    • Navigation path (Scheduling → Review → Shift Clashes Report)

  • Filtering the Report

    • Using date range filters to refine results

  • Understanding Clash Types

    • Colour-coded indicators:

      • Red (overlaps, leave conflicts)

      • Orange (travel time conflicts)

  • Viewing Clash Details

    • Clicking into a support

    • Understanding conflict breakdown and explanations

  • Investigating Clashes

    • Using actions:

      • View Schedule

      • View This Support

      • View Clashing Support

  • Resolving Clashes

    • Reassigning or rescheduling shifts

    • Unassigning support workers

    • Movement of shifts to Unassigned Shifts tab

For more information, visit the following guides:

New Feature Highlight

Cloning Tasks