Member and Planner Self-Serve Subjects

This document provides list of self-serve options for regular members and planners.

1. Subjects for regular members where they require to reach out to group planners

2. Subjects for regular members and planners for the Console (Dashboard)

3. Subjects for planners where they are responsible to complete as a self-serve

4. Subjects for regular member which they are responsible to complete as a self-serve

5. Subjects when to contact Technical Support Team

1. Subjects for regular members where they are required to reach out to group planners:

• Prolonged absences: Maternity leave, sabbatical, medical leave etc. 
• Account deactivation.
• The account activation link expired.
• Reinstate access to Petal after a prolonged absence.
• Add a new member within Petal.
• Access to a group.
• Account type: Permission levels (From Regular member to planner)
• Trade, transfer or offer a shift on the marketplace.
• Shift assignment.
• Absence inquiries: Add absence, remove absence, and absences to be approved.
• There is no messaging option.
• Task modification: Deleting, changing hours.

2. Subjects for regular members and planners where they are required to reach out to Console/Dashboard Administrators:

• Access to the Dashboard (Console).
• Task visibility.
• Phone Registry, Console contact information.
• Task layouts, line separators. 

3. Subjects for planners where they are responsible to complete as a self-serve:

• Member creation/removal.
  
  • Add members to a group
  • Remove a member from a group

• Member start dates and end dates: Prolonged absences, maternity leave, sabbatical, medical leave.
  
  • Assign a scheduling start and end date to a member

• Tasks: creation, modification, removal, blocking, trade/transfer, split, assignable by member.
  • Creating a new shift for a calendar group
  • Add multiple shifts simultaneously
  • Edit multiple shifts simultaneously
  • Remove multiple shifts simultaneously
  • Configuring shift blocking for a group
  • Simple blocking
  • Daily blocking
  • How to split a shift
  • Shifts: How to approve or decline transaction requests

• Equity targets.
  • Equity tab and Equity table
  • How to change the equity unit value of a task

• Equity counter dates.
  • How to adjust the counter dates

• Member Skills.
  • Members and skills

• Absences: Categories, limits, blockings, permissions, approvals.
  • Configuring absences categories for your group
  • Absence categories Blocking or Preference

• Account type: Regular member, Administrator, Planner.
  • How to change the settings of a scheduled member of an advanced group

• Reports
  • Generate an absence report
  • How to access the Equity group report

4. Subjects for regular members which are self-serve:

• Personal information: Email address, password, first name / last name, contact information (phone, pager etc.), licence number, account type, preferred language, time zone. 
  • Change your email address
  • Change your password
  • Recover a forgotten password
  • How to add Contact Information

• Notification preferences: task trades, marketplace, absences and events.
  • Change your notification preferences

• Payment method. 
  
  • How to pay online
  • How to view my billing history

• Shift trades, transfers, marketplace offers.
  • How to trade or transfer a shift
  • How to access Marketplace offerings
  • How to offer/accept a shift on the marketplace
  • How to view my shift trade request history

• Absences: Add/Delete.
  • Add an absence
  • Remove an absence

• Absence reports.
  • Generate an absence report

5. Subjects when to contact the Technical Support Team:

• New group creation.
• Changing the name of a group.
• Deactivating a group.
• Add a statutory holiday to an existing period.
• Period end date modification.
• Unable to create period.
• Billing inquiries.
• Make members "Read Only".
• Make members "Occasional".
• Removed the "Scheduled" status of a member.
• Plan upgrade/downgrade request (standard/advanced).
• Exporting group contact list.
• Script modifications.
• Constraint modifications.
• Equity counter modification.
• Password reset email not received.
• Unable to login to your account.
• Error messages (red band error, blue band error etc).
• Calendar Synchronization issues.
• Print Layout modification.
• Account merges.
• Enhancement requests.
• Bug identification
• Any other Technical assistance