- Track Preference Changes

Tracking When Help Time Preferences Were Changed

If you want to keep a record of the comparison of helper preferences to their assigned shifts, ex. before you publish, you can use the Sortable List>Analyze feature and then print that to PDF. If there is ever a question later regarding preferences and shift assignments you will have that as a record.

We also provide a "last edited" date for when each helper's preferences were last updated and a notation about who made the change.

To view when a helper's preferences were last changed you can do the following:
From any page: 

  • In the top menu, click HELPERS to go to the Helper List page 
  • Click the magnifying glass next to the employee name to open the Helper details window 
  • Click the Schedule/Preferences tab
  • Under the Preferences table, you will see when the preferences were last edited and who updated them
track preferences changes

Also note that you can set up to be notified when a helper's preferences are updated on your Settings>My Notifications page, and then you can use the Analyze feature to see if the new preferences conflict with already assigned shifts.