The Requests tab¶
Goal: "What's still waiting on a reply, and what needs me?" Check one screen each morning and at hand-off.
Where: Requests in the sidebar (desktop)
Views¶
Use Show: at the top to switch views, and Created from / Through to set the date range.
| View | What's in it |
|---|---|
| Overview | Pending review (built but not sent, including requests prepared by recurring workflows), Open requests awaiting responses, and Active grouped requests |
| General | Tracked broadcasts and availability requests. Filter by Targeted type. |
| Grouped | Grouped requests and their progress |
| Reminders | Shift reminders and who has confirmed |
Click Review or View Details on any item to open it.
A daily routine¶
- Pending review: send or discard anything waiting. If it says Nothing waiting for review, you're clear.
- Open requests awaiting responses: look for requests with no takers. Add caregivers, follow up, or escalate.
- Active grouped requests: assign accepted shifts, then reopen or close.
- Reminders: follow up with clients or caregivers who haven't confirmed.
What you can do from a request¶
| Request type | Common actions |
|---|---|
| Fill-in | Add caregivers, follow up, escalate, assign, cancel, reopen. See Filling an open shift. |
| Grouped | Assign per shift, message remaining, reopen selected shifts. See Grouped requests. |
| Broadcast / reminder | Follow up with remaining recipients, Reopen with pending recipients, Close with remaining recipients |
| Availability | See who replied (Availability in, No reply, Flagged an issue), add caregivers, Close request |
Drafts show Not sent yet with Send now or Discard draft.