Logging into your account (mobile)

URL Screen

   - Enter the URL provided by your organization (e.g., "organization.ORG.staffpoint.com").

   - You won't be asked for the URL again until you log out.

Login Credentials

   - After entering the correct URL, Staffpoint Mobile will prompt you to enter your login credentials.

   - Enter the username and password provided by your organization.

Main Calendar

   - Upon successful login, you will see the main calendar of the "Open Assignments" section.

   - Red assignments are open assignments and available for you to accept it.

   - Yellow assignments are those you have requested to work but haven't been assigned to you yet.

   - Light blue assignments are reserved for you but haven't been accepted by you yet.

Date Range Selection

   - Click on the calendar icon to select a date range and view the calendar for your assignments.

View Assignment Details

   - Click on an assignment (e.g., a red one) to view various information attached to it.

   - Depending on your permissions, you can choose to request the assignment (turns it yellow) or book yourself to it (changes it to blue and moves it to your assignment section).

By following these steps, you can effectively use Staffpoint Mobile to manage your assignments and work schedule.

My Assignments (Mobile)

Accessing My Assignments

   - Click on the menu button in the upper right corner to find the "My Assignments" section.

View Options

   - You can choose between list view and calendar view depending on your preferences.

Assignment Status in List View

   - Upcoming and current assignments are displayed in black.

   - Assignments that haven't been approved show up in red.

Attendance Tracking(See below for complete details):

   - Check-in: Use this when you arrive at your assignment location to record your arrival.

   - Check-out: Apply when you leave, allowing the end of your assignment to be recorded and approved on your own.

   - Sign-out: Similar to checkout, but requires a supervisor signature confirmation.

Reports

   - Navigate to the "Action" section in your Staffpoint™ system.

Viewing Completed Assignments

   - Scroll to the right on this section to view details of all your completed assignments.

Accessing Assignment Details

   - Click the "Notes" button on the right side of the screen to bring up details about each assignment.

Filtering Assignments

   - Use the date picker to select a date range for the assignments you'd like to see.

   - The "All in date range" drop-down allows you to filter the list between all assignments, booked only, and approved only.

Availability

In the "Availability" section, you can manage your periods of availability.

Setting Availability

   - Tap on the day you're available in the calendar.

   - Choose the time range by selecting the start and end times from the drop down menus.

   - Click the "Save" button to save this availability period.

Create Recurring Availability

   - If you want to set availability for multiple days with the same time range, tap on the "Recurring daily over entire date range" checkbox.

   - This will set your availability you've set over the selected date range.

My Details

In your user account settings, you can edit various information including your name, contact details, location information for geolocation, password, and notification preferences. Here's how to update your address for geolocation:

Accessing Account Information

   - Navigate to your user account settings, usually found in the profile or settings section of the application.

Editing Address Information

   - Look for the option to update your address information.

   - Enter your new address details into the designated fields.

Confirming Location on Map

   - After entering the new address, locate the "Update Location" button or similar option.

   - Click on the "Show Map" link to view the map.

Confirming Location

   - A map will pop up displaying the location based on the address you entered.

   - Verify that the map correctly shows your intended location.

Saving Changes

   - Once you've confirmed the correct location, close the map by tapping on the "X" in the upper right corner.

   - Click the "Save Changes" button to confirm and update your address for geolocation.

Checking In

Access My Assignments

   - Open the menu by tapping on the menu button.

   - Select "My Assignment" from the menu options.

Choose Assignment by clicking on assignment id number

   - In the My Assignments section, locate the assignment you'd like to check in for.

   - Tap on the assignment id number to select it.

Check In

   - Once you've selected the assignment, the app will verify that you're in the vicinity of the assignment location and that it's close to the start time.

   - Click on the "Check-in to Assignment" button.

   - Your administrators will be notified that you've arrived at the location.

Location Services

   - Ensure that location services are enabled on your device.

   - You can find instructions on how to enable location services in your device's user manual or support page.

Note

   - Keep in mind that once you check in, it cannot be undone by you if it was done mistakenly.

   - Location tracking is only activated when using these features to confirm attendance and is not constant. If you do not select it to allow tracking, the assignment will not let you check-in.

   - Check-in is allowed from 20 minutes prior to the start time of the assignment and till the end time of the assignment only. If you are past your assignment start time, it will not allow you to check in.

Notes

The "View Notes on Locations" permission serves two main purposes:

Adding Public Notes on Locations

   - Users with this permission can add notes on a location, which are visible to all personnel assigned to shifts at that location who also have permission to view notes.

   - These notes are helpful for sharing information relevant to the location, such as special instructions or safety protocols.

   - Personnel can view these notes even after the assignment has been completed or checked out.

Posting Notes on Locations After Check-in

   - Personnel with this permission can post notes on the location after checking in to the assignment.

   - These notes are visible to all personnel who have been assigned to assignments for that location.

   - The notes remain visible even after the assignment has been marked completed or checked out.

Additional points to note about this permission:

- The option to post notes on locations is only available to personnel after they check in to the assignment.

- Personnel can only post notes on the assignment as well they are assigned to and have checked in to work. These notes are visible to admins only and are specific to assignments only.

- Personnel can view admin-created notes marked as public, but only after checking in.

By leveraging this permission effectively, users can share important information about locations and assignments, enhancing communication and coordination among staff members.

Checking out and Signing out

The main difference between checking out and signing out in the context of Staffpoint™ is as follows:

Checking Out

   - Checking out is a process available to personnel when their agency expects them to log the end time of the assignment themselves.

   - To check out, personnel need to tap on "My Assignments" from the menu button in the Staffpoint™ app.

   - Then, they select the assignment they wish to check out of and tap on "Complete Assignment."

   - The app will verify that it's near the end of the assignment, and if so, the personnel will be checked out automatically.

 Note - You can check out from the assignment only until the end of the day of the assignment.

Signing Out

   - Signing out is a process available to personnel when their agency requires supervisor confirmation at the end of the assignment.

   - To sign out, personnel needs to tap on "My Assignments" from the menu button in the Staffpoint™ app.

   - Then, they select the current assignment to sign out of and tap on "Sign out of Assignment."

   - The app will prompt personnel to confirm the start and end times of the assignment.

   - After confirming the times, personnel are required to give their device to their supervisor or approver.

   - The supervisor or approver then adds their name and signature to confirm the end of the assignment.

   - Finally, supervisor can tap on "Record Sign Out" to complete the sign-out process.

In summary, checking out allows personnel to log the end time of the assignment themselves, while signing out involves supervisor confirmation at the end of the assignment through a signature.