This article will describe how to enable a digital sign in sheet for specific shifts so delegated staff or supervisors can sign sign other workers in and out of the shift(s).
Step 1: Navigate to the Planner Page
Access the Planner Page via the top menu.
Step 2: Right Click Project or Shift and Select 'Sign In Sheets'
Right click a scheduled shift from the planner area if you would like to enable users to sign teammates in and out of shifts for that shift.
Alternatively, right-click a project from the planner area if you would like to enable users to sign teammates in and out of multiple shifts within that project.
Select 'Sign In Sheets' from the right-click context menu.
Step 3: Select ''Digital Sign In' from Sign In Sheet Options
After opening the sign in options window, select 'Digital Sign In'.
Step 4: Delegate Users to Each Shift to Enable Sign In Permissions
In the popup window, select each shift you wish to enable signing in for, and select which users you'd like to delegate sign-in capabilities to.
Users will only be selectable if they have the 'Digital Sign In' permission enabled via the Admin or Staff pages.
Step 5: Selected Users Can Access Sign In Sheet via uTRAC App
Once delegated to a shift, each user will be able to review all staff currently booked via the uTRAC App for staff.
For any shifts currently happening, users can access all staff due to arrive and finish their shifts via the 'Sign In Now' option accessed via the side menu.
For any shifts that are due to start later or have completed, users can access them via the 'My Sign In' option accessed via the side menu.
Users will be able to select staff and use the Action button on the bottom right corner to update each staff member's status to 'Onsite' or 'Offsite'.
Alternatively, the user will be able to open a barcode reader to scan QR codes which staff can view on their uTRAC App by clicking into the relevant shift on the My Jobs page.
Upon updating their status, the user will create a log of each change and the first clock in time and last clock out time can be saved to the shift for review by an Admin user.