Two things that set Shiftboard apart and above many other options (actually, there are several reasons) are customizable fields (basically everywhere they need to be) and also the ability to restrict what your workers (contractors, employeesvolunteers, project staff, or other) are able to view, update, insert, or remove.

Custom Fields

Just like custom fields within worker profiles, Shiftboard supports custom field options within schedules down to the occurrences of individual shifts.  Sometimes you may want all, some, or no custom field information to show up within calendar views which is why you can also configure screen layouts in the most efficient way.  Customizing lets you give the people working at specific times or places the ability to see calendars and notifications at a glance, getting just the right information needed while restricting or simply hiding other information.

In order to customize what shows on the calendar in either of the week view, click on Week> Customize (either Time View or Staff View)> Select what you want> If you are a site admin you can save it just for yourself or for the site, otherwise just save it.

Custom Fields within Shared Views

Shared View is a way to allow your people to see when and where other people on their team are working.  Intra-team shared views are also available providing a way for members of different teams to see schedules and related information within select other teams within the organization.  For instance, a team of Doctors may want to see the Pharmacist scheduled to know who will be on call over the weekend.

Just like regular views,  custom fields can be configured for display within Shared Views — once you make your choices, don’t forget to click Save!

Shared View lets members see the allowed information to a wider audience than just the people scheduled – in some cased, it’s a great way to get all of the right information to the right people, in the right place, and always at the right time!

Screen Shot 2015-11-06 at 3.32.44 PM

Time to customize your views?

So, now that you know, would you like to select some custom fields to show-up in your Shared View?

Click “view” (in the blue bar, above the date) to make your selections within the dialogue box.

Screen Shot 2015-11-06 at 3.33.09 PM

As always, please connect with us via Phone, Email, or Chat if you have questions!