This article is only relevant for Approved Web Bookings. For details on how to define the Web Booking type used, please see this article.
For help setting up Web Bookings please click here.
Approved Web Bookings allow staff to request shifts that they would like to work. These are then downloaded into RotaMaster where they can be approved or declined by the system administrator.
Once staff have submitted their Web Bookings on the RotaMaster Portal, they will be automatically downloaded to the Accept/Reject Bookings page under Rota > Accept/Reject Bookings:
Select the appropriate date range to view Web Bookings for and, if required, the Rota Group/Duty Stations. Click the Refresh icon to ensure that changes to the filters are reflected in the main screen.
This will only pull up a list of shifts that have requests against them in the specified date range.
The number of staff members that have requested that shift is shown in the Requests column. Click a shift and this will show the details of each staff member that has requested that shift in the lower panel;
Approving A Request
To approve a booking, select the person that you would like to allocate to the shift and click the green tick. This will open the usual Shift Edit Screen. Make any changes and then click Save.
NB - If there are multiple requests, Accepting one request will automatically decline the rest of the requests. Both the approved and declined personnel will receive an automated email or SMS. For details on how to set this, click here
Declining a Request
To decline a request with a specific reason, highlight the request and click the Decline Request button. The following screen will be shown:
Enter a reason and click Decline and the request will be deleted and an email sent to the staff member informing them that the request has been declined.