Trading a shift with another physician

To trade one of your shifts with another physician, follow-up on the trade offer or withdraw it, follow the steps below.

Prerequisite

• Connect to Portal with a member’s profile.

• Shifts must have been assigned to you previously in your personal calendar.
• Shifts must be configured to be transferable.
• Both members must be configured with the skills for the shifts to trade.

Access in Petal

• Home page > Left menu > Calendars > My Calendar

Steps

1. From the left menu bar, select Calendars and then click on My Calendar.

2. Click on the shift that you wish to trade.

3. In the shift details panel opening up, click on Trade.

4. The list of members that have the skills to take on the selected shift is displayed. The status is displayed for each member (available, absent, booked on an event).

5. Select one or more members to offer the trader. Click on Continue.

6. To select a shift to trade, click on Pick a shift in return (optional).

• If you picked a shift, select the shift from the recipient that you wish to trade with yours and click on Continue.

7. Click on Send.

8. The Trade offer status is Awaiting a response from the recipient.

Withdraw my trade offer

1. Click on the pending shift.

2. In the shift details panel, click on Withdraw.

3. Click on Withdraw again in the confirmation message.

4. The Trade offer is removed.