To use quick actions in Project planning in bookU Staffing, right-click a shift. The quick actions menu lets you handle common tasks without opening the shift. The quick actions in the menu depend on the status of the shift.
Steps to use a quick action in Project planning
To use a quick action in Project planning, right-click the shift and select the action.
Go to Project planning.
Right-click the shift. The quick actions menu opens.
Select the quick action you want to use.
Quick actions in Project planning
The quick actions menu in Project planning shows only the actions that apply to the status of the shift.
Find matching employee: find an employee who matches the shift.
Make private or Publish shift: make a shift with the status Marketplace private, or publish a shift with the status Private to the marketplace.
Edit function profile: change the function profile of the shift.
Cancel shift: cancel the shift. You must select a cancellation reason.
Create new shift like this: open the Add shift screen with the project, function, function profile, date and time of the shift already filled in.
Editing the function profile with a quick action
To edit the function profile of a shift, right-click the shift and select Edit function profile. A function profile defines which kind of candidates bookU Staffing searches for when matching the shift.
In the Edit function profile screen, you can set Additional functions, Skills and Excluded contract types. Select Apply changes to save the function profile. When the shift belongs to an engagement, a notice explains that the changes apply to all shifts within that engagement.