Bookings Overview
How to navigate around the Bookings Overview screen
The Bookings Overview screen provides a comprehensive view of staffing activity across all your sites. This feature is enhanced to include Order Templates, offering a more centralised management experience.
| The Order Templates enhancement is exclusive to organisations using Order Templates. To enable this for your account, please contact your Customer Operations Specialist. |
With the Bookings Overview, you can:
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Monitor both filled and unfilled shifts in real-time.
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Review detailed staffing coverage on a week-by-week basis.
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Filter results quickly using custom reporting groups.
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Expand specific locations to audit individual shift details.
Accessing the Bookings Overview Screen
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Navigate to Plan in the main menu.
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Select Bookings Overview.
The Bookings Overview dashboard will load, displaying booking data for the selected week.
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Site visibility
The Bookings Overview aligns with your configured site access rules.
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If site access rules are configured for your account, the Bookings Overview will only display statistics for the specific sites you have been granted access to. Any other sites will not be visible.
Creating a Reporting Group
Reporting groups help you organise and filter your overview by specific sites, suppliers, or templates. For full instructions on creating and managing reporting groups, see Creating Reporting groups.
Viewing Filled and Unfilled Shifts
Use the Fulfilment Status filter to toggle your view based on the current state of your bookings.
To change the view:
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Locate the Fulfilment Status filter on the right side of the dashboard.
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Select one of the following views:
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Filled — view shifts that have been successfully staffed.
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Unfilled — identify gaps in your staffing that require attention.
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The overview table will update to display shifts matching the selected status.
Viewing Individual Shifts
To see a granular breakdown of a specific site or group:
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Locate the site you wish to review.
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Click Expand (the arrow icon).
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The system will display all associated shifts, including details such as start times and assigned suppliers.
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Viewing Unshared Shifts
The Not Shared option allows you to identify shifts that have not yet been shared with suppliers.
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Select Not Shared to view these pending shifts.
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| Shifts will remain in the "Unfilled" category until a worker has been accepted. |
Navigating Between Weeks
You can review bookings for different weeks. To change the week:
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Select Prev to move to the previous week.
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Select Next to move to the next week.
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Alternatively, select a specific week from the date selector.
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The Bookings Overview will refresh to display data for the selected week.