<     Staff Services > Viewing Assigned Services

 

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You can view assigned services for an individual staff member, with the added option to filter the list by certain criteria:

  • view services over a given period of time

  • by service status, eg. cancelled or requiring keys

  • by service item group

  • by client area in a geographic location

Click to enlarge

Viewing Services by Day >

View a staff member's assigned services on a day by day basis.

 

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Viewing Services by Week >

View a staff member's assigned services on a week by week basis.

 

Viewing Services by Month >

View a staff member's assigned services on a month by month basis.

 

Viewing Services by Date Range >

View a staff member's assigned services within a particular date range.

 

Viewing Services by Status >

View a staff member's assigned services by a set of criteria such as cancelled, voided or requiring keys.

 

Viewing Services by Client Area >

View a staff member's assigned services where the client's live in a particular geographic location.

 

Viewing Services by Service Item Group >

View a staff member's assigned services where you can select particular services that are grouped together, eg. walks or visits.

 

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