The Client service plan is a template to store the on-going needs of the client and any agreed fixed cost. You can also allocate ‘Preferred’ staff members to the requirement. If the preferred staff member meets all the booking criteria Read More …
Tag: Requirement
Webroster.net Roster Introduction – How to do Basic Rostering
Webroster.net Roster Introduction The roster is where you place all requirements that have been requested by Clients, and enter your Staff members’ availability for work in order to cover those jobs as well as recording which Staff have been booked Read More …
History Reports
History Reports Staff_BookingCreations_History.pdf History Report Including: * Shows created booking details where no edit/delete action recorded against it. * Shows booking date/time * Shows Action * Shows User deleted * Shows Date/Time of Action Client_RequirementCreations_History.pdf History Report: * Requirement creations Read More …
Requirements and Bookings
In Webroster.net use the following terminology: – Requirement – This is the job that the Client needs carrying out by a Staff member. Within Webroster it defines the product to be delivered and the times and dates of the work. Read More …
Starting a repeating requirement on a set day
Example Scenario Starting a repeating requirement on a set day You may want to create a requirement that is to be on the roster every day Monday to Friday, but you want it to start on the Thursday, for example, Read More …
Checking the Requirement or Booking Repeat Frequency
It is now possible for the Webroster User to see how a requirement and booking has been set up. There are three states a requirement (or booking) can be in. In the example below the description is for Client requirements Read More …