Assignment statuses are manually set by schedulers for each staff member assigned to a shift by right-clicking the assigned staff member on the Planner page and selecting the appropriate stage of the booking process.

This is the default status applied to each booking as soon as a staff member has been assigned. While 'unconfirmed' staff members are not aware that they have been assigned to work.

If a staff member has been asked if they would like to work a shift, but has not responded, schedulers can set them to the 'Request Sent' status. Staff may be notified of each assignment that has been set to this status and may confirm/decline the shift using the uTRAC Staff Portal.

If a staff member has responded to a 'Request Sent' shift, their assignment status will update accordingly. Staff will be able to interact with the assignment, changing their response until a scheduler locks their shift by updating them to the 'Confirmed' shift status.

Once a scheduler has set an assignment to the 'Confirmed' status, the staff member will receive a notification that they have been booked to work and they will be able to review their shift via the calendar on their uTRAC Staff Portal.

Once an assignment has been set to 'Cancelled' the staff member will receive a notification of that cancellation if their previous status had been set to 'Confirmed'.

If a staff member's assignment has been set to 'Failed to Show', the shift will not appear in wage reports or invoices produced by uTRAC.

Staff members that have been clocked in will automatically have their assignment status updated to the relevant status. Their first onsite update will be recorded as the actual start time of their shift and their final offsite update will be recorded as the actual end time of their shift. These can be reviewed and amended later.

Once a staff member's work hours have been approved, schedulers may update their status to 'Worked' ensuring their assignment get included in wage exports produced by uTRAC for the relevant pay period.

Once an admin or financial user runs a wage report in uTRAC they may update all relevant assignments to the 'Paid' status to indicate to other users that the assignment has been processed for payment.

Shift statuses are automatically applied according to the current assignment statuses of staff that have been allocated to each shift.

This is the default status applied once a shift has been created. Shifts will remain on an 'ordered' status until all vacancies have been filled and assigned staff are set to the 'confirmed' assignment status.

Once all booked staff have been set to the 'confirmed' assignment status, their parent shift will also be updated to 'Confirmed' to indicate that the shift has been completely booked.

Shifts will automatically be set to 'Started' as soon as the first staff member has been updated to either the 'Onsite' or 'Offsite' assignment status.

Once all assigned staff have been set to 'Worked' within a shift, the shift will automatically change to the 'Completed' shift status.

If a user uses uTRAC to generate an invoice against a shift, that shift will automatically be updated to the 'Invoiced' shift status and will be locked to prevent any future edits. Note that users may only generate invoices for shifts that are currently set to 'Complete'.

The 'Paid' shift status is set once all assigned staff have been set to the 'Paid' assignment status following admin or financial users generating a wage report in uTRAC.