Add a Shortfall: Agency

← Add a Shortfall : User Requirements Tab | Add Multiple Shortfalls or Linked Shortfalls →

Agency

To enter a Shortfall and make it immediately available to Agencies:

1. Click on Add New Shortfall
2. Enter in all the relevant details for the Shortfall in Shortfall Details tab
3. Enter in all the relevant details for the Shortfall in User Requirements tab
4. Enter in all the relevant details for the Shortfall in Add Multiple Shortfalls across the Schedule Period tab
5. Click on the Agency tab and check the box here next to: Immediately open to all agencies

If the Agency worker’s name is known, the data may be completed here.

The Shortfall will now be released to the Agency(ies) via the protocols established within ShiftMatch.
On the Staffing > Schedule page, if you click on the Shortfall and it is still Unfilled, it will show, as below, with a check mark under the Agency column.

Next Topic: Add Multiple Shortfalls or Linked Shortfalls →