Confirm Bookings to Client and Worker
Posted by Graeme Orchard on 18 April 2017 10:41 AM
Booking confirmation to Client and Worker (on exit from booking)
From version 1.00.17.100 or later it is possible to set the system up to allow you to confirm booking details to both the Client (contact) and to the worker immediately after making a booking.
When a booking is added to the planner, upon entering the details and pressing OK the user will be prompted
The confirmation of bookings upon exit is controlled by two system parameters.
The setting on these flags control whether the confirmation is mandatory, only the First time someone is booked at a site, or Job specific.
Y - Yes. i.e. A prompt to send a confirmation will be offered upon exit.
J - Job. In this case the first time the candidate is booked to do that specific Role (Job) at the Site, then confirmation is mandatory. Subsequent bookings for the same ROLE (at that site) will not require confirmation, but if they are then booked to do a new Role, confirmation for the new role will be mandatory (the first time).
NOTE: When considering 'first' the system looks at the date of the booking. i.e. If a worker were booked to attend site on for the first time on 19th April, then confirmation may be made mandatory. If they were then subsequently booked at a later date to attend site on 10th April, then the system would make it mandatory to send confirmation for this earlier booking since they will attend site chronologically earlier and thus it now becomes their 'first' booking.