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.
- Member start dates and end dates: Prolonged absences, maternity leave, sabbatical, medical leave.
- Tasks: creation, modification, removal, blocking, trade/transfer, split, assignable by member.
- Equity counter dates.
- Member Skills.
- Absences: Categories, limits, blockings, permissions, approvals.
- Account type: Regular member, Administrator, Planner.
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.
- Notification preferences: task trades, marketplace, absences and events.
- Payment method.
- Shift trades, transfers, marketplace offers.
- Absences: Add / Delete.
- Absence reports.
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