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How to record attendance via the uTRAC App

Clients, supervisor, and senior staff can clock staff onsite and offsite via the uTRAC app.

Updated over a year ago

If you are a client, supervisor or senior staff member, you may have access to the 'Sign In' sections of the uTRAC App. These will allow you to interact with Sign In Sheets that display staff due to work and record their arrival on & off site.

Step 1: Navigate to 'Sign In Now'

  • Sign In Now will list all staff due to clock in today.

  • Use the 'Live' toggle to only show staff due to start/finish their shift within a few hours.

Optional: Review Pending or Historic Lists via 'My Sign Ins'

  • The 'My Sign Ins' page will display future and historic sign in sheets that have been assigned to you.

  • In the 'My Sign Ins' page, you will see a list of pending and inactive Sign In Sheets. Select which ones you'd like to review and click next to view the list of staff working on the related shifts.

  • When reviewing shifts that have yet to start, Use the 'Today' toggle to only show staff due to work today.

Step 2: Select the Staff You Wish to Update

  • Click the checkbox next to any staff member you wish to update.

Step 3: Select Option via Action Menu

  • The Action Menu is opened by clicking the floating round button at the bottom right corner of the screen.

  • The Action Menu contains a number of options to the left.

    • IN: Clocks out the selected staff.

    • OUT: Clocks out the selected staff.

    • FTS: Marks the selected staff as 'Failed to Show'

    • LATE: Marks the selected staff as 'Late'.

  • The Action Menu also contains a number of options above the button.

    • Select All: Will highlight each staff member on the screen so you do not need to manually click each one. This is indicated by a check icon.

    • Open Barcode Reader: This will open a QR barcode reader on your device enabling you to scan staff IN and OUT rather. You can scan any staff member due to work that day provided they have a valid barcode. (Only available on supported devices).

Optional: View Staff Details

  • Select 'View Details' next to a staff member should you wish to see more information about them.

  • You can also clock individual staff in/out on this page using the Action Menu.

  • The Action Menu on this page contains additional options:

    • Leave Feedback: Input a private note about the selected staff member. This action is indicated by a speech bubble icon.

  • If a staff member has been accidentally updated, you can undo any action by selecting 'Revert Last Action'.

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