Bank Maintenance
Usage
The Booking Maintenance Report gives a monthly rota overview of bookings or unfilled bookings (initiated from booking series entries or uncancelled bookings).
From this screen you can match available staff to the bank requests so that the bank shift is covered (filled).
Filling a Request
Click on the priority in a cell.
Upon clicking a request the functionality to fill that request with available staff appears.
To fill the request, click on an available staff member from the available staff box on the left and then click the Fill button to the right.
Options
Units: Select the units to be included in the report.
Bank priority: Select the bank priorities to be included in the report.
Rank: Select the ranks to be included in the report.
Use staff types: Select the staff types to include in the report.
Show available only: When selected will show only staff that can fill the request.
Show requested only: When selected will show only staff that have requested to fill shifts themselves.
Floater: Shows staff that have been set up as 'floaters' meaning the can work across multiple units.
Show unfilled only: When selected, the report will only display needs that have not been filled.
Show authorised only: Shows only the Bank Requests that have been Authorised by higher management.