NetRoster Daily Occurrence BookNetRoster Daily Occurrence BookTraining CourseTraining Course

TR-014.001TR-014.001

Central Support LineCentral Support Line

0871 288 21010871 288 2101

OverviewOverview

DOB (Daily Occurrence Book)DOB (Daily Occurrence Book) allows you to allows you to record and share information about incidents record and share information about incidents related to regions, employers, clients, sites, related to regions, employers, clients, sites,

shifts and staffshifts and staff

Think of DOB as Think of DOB as NetRosterNetRoster e-mail…a tool to e-mail…a tool to allow you to communicate key information to allow you to communicate key information to

other NetRoster usersother NetRoster users

Enabling/Disabling DOBEnabling/Disabling DOB

DOB is enabled by default. To DOB is enabled by default. To check the status of DOB on your check the status of DOB on your NetRoster site…NetRoster site…

1.1. Click on the Click on the SettingsSettings button button2.2. Click on the Click on the NetRoster SettingsNetRoster Settings

linklink3.3. Select or de-select the Select or de-select the Enforce Enforce

DOB (Control Desk)DOB (Control Desk) checkbox to checkbox to enable / disable DOBenable / disable DOB

Adding a DOB EntryAdding a DOB Entry

DOB entries can be added to DOB entries can be added to Region, Employer, Client, Site or Region, Employer, Client, Site or Staff recordsStaff records

Simply open the appropriate record Simply open the appropriate record and click on the and click on the Add DOB EntryAdd DOB Entry linklink

Adding a DOB EntryAdding a DOB Entry

DOB Entries are grouped by DOB Entries are grouped by typetype with an additional with an additional sub typesub type grouping; grouping;

Shift AdminShift Admin

Adhoc ShiftAdhoc Shift

CancellationCancellation

Staff ChangeStaff Change

Start / Finish TimesStart / Finish Times

IncidentIncident

AccidentAccident

AssaultAssault

OtherOther

TheftTheft

VandalismVandalism

NotificationNotification

Client RequestClient Request

OtherOther

Site ClosureSite Closure

ComplaintComplaint

GeneralGeneral

PublicPublic

SiteSite

StaffStaff

RequestRequest

Absence (Illness)Absence (Illness)

Absence (No Pay)Absence (No Pay)

Absence (Pay)Absence (Pay)

AWOLAWOL

Adding a DOB EntryAdding a DOB Entry

Enter the details of the incident and Enter the details of the incident and click on the click on the SaveSave button button

NotifyNotifyYou can Notify other NetRoster You can Notify other NetRoster users of the DOB Entry by selecting users of the DOB Entry by selecting their usernames from the their usernames from the NotifyNotify list. list. This will send them a NetRoster This will send them a NetRoster notificationnotificationTo select multiple users, hold down To select multiple users, hold down the Ctrl button and click their the Ctrl button and click their usernamesusernames

Adding a DOB EntryAdding a DOB Entry

Once the DOB Entry has been Once the DOB Entry has been saved, you will notice that more saved, you will notice that more fields become available ~ this fields become available ~ this allows you to track the progress of allows you to track the progress of the entrythe entry

Logged:Logged: This is the time stamp This is the time stamp when the record is when the record is written to written to NetRosterNetRoster

Resolved:Resolved: This is the date and time This is the date and time when the entry is when the entry is resolvedresolved

Status:Status: OpenOpen or or ClosedClosed

Reading DOB NotificationsReading DOB Notifications

When users logon to When users logon to NetRosterNetRoster, , they should check to see if there they should check to see if there are any new DOB Entries that are any new DOB Entries that have been sent to themhave been sent to them

Click on the Click on the DOB AdminDOB Admin button button

Check the Inbox ~ any new Check the Inbox ~ any new unread DOB Entries will appear unread DOB Entries will appear in boldin bold

Click the Click the >>>> button to view the button to view the DOB EntryDOB Entry

Actioning DOB EntriesActioning DOB Entries

Once the DOB Entry has been Once the DOB Entry has been actioned, enter a actioned, enter a ResolvedResolved date and date and time, change the time, change the StatusStatus to to CloseClose and and click on the click on the SaveSave button button

The record will automatically move The record will automatically move from your from your InboxInbox into your into your ArchiveArchive folderfolder

NoteNoteViews will not refresh automatically ~ Views will not refresh automatically ~ you must close down and re-open you must close down and re-open DOB Admin to see entry movements DOB Admin to see entry movements between foldersbetween folders

How DOB works with the Control DeskHow DOB works with the Control Desk

If DOB is If DOB is enabledenabled, Control Desk operators will be forced to , Control Desk operators will be forced to complete a DOB Entrycomplete a DOB Entry every time they make a change to a shift every time they make a change to a shift from within the Control Desk screenfrom within the Control Desk screen

This allows the right people to be notified of This allows the right people to be notified of real-timereal-time changes to… changes to…

Shift start and finish timesShift start and finish times The addition of new shiftsThe addition of new shifts The re-assignment of staffThe re-assignment of staff The cancellation of shiftsThe cancellation of shifts

DOB and the Control DeskDOB and the Control Desk

If a DOB Entry is logged by the If a DOB Entry is logged by the Controller via the Control Desk Controller via the Control Desk Screen, it will be highlighted in white Screen, it will be highlighted in white and marked with an Info icon. You and marked with an Info icon. You can click on this icon to view the can click on this icon to view the details of the DOB Entrydetails of the DOB Entry

Questions?Questions?