How to Approve an Open Shift Claim — Live Eligibility Card
Approving an Open Shift Claim
When a staff member claims an Open Shift you broadcast, the claim lands in your Approvals queue.
Where to find it
- Shift Deck → tab Approvals, OR
- Click the in-app notification when it lands.
Step-by-step
- Open the claim. The detail panel shows:
- Claimer — name, Craft Group, scopes
- Shift — Stream, pattern, date, time
- Live Eligibility card — the key decision-support panel:
RN Patel claiming: ED Morning, Wed 14 May
Current fortnight: 32 h | Projected: 40 h | Min 30 / Max 80 ✅
No overlap | No rest violation | Holds Resus ✅
Conflicts: none
- Approve or Reject with reason.
- The shift is assigned (or the requester notified of the rejection).
What "Live Eligibility" checks for you
| Check | What you're seeing |
|---|---|
| Hours band | Current period hours vs min/max |
| Overlap | Any other shift on that day |
| Rest | Tier-based rest from previous shift |
| Scope | All required scopes held |
| Availability | Their declared availability for that window |
| Conflicts | Cross-Stream conflicts (if any) |
Bulk actions
For shifts with multiple claimants, use the Approvals tab bulk actions:
- Approve & Decline Rest — picks one and auto-declines the rest (everyone is notified)
- Approve Selected — for multi-slot vacancies, approve some and leave others pending
- Decline Selected — bulk reject
Other staff whose requests are auto-declined receive an automatic notification explaining why.
Tips & common mistakes
- Read the Eligibility card. It's the difference between a clean assignment and a fatigue-rule violation you'll override later.
- "Approve & Decline Rest" is the fastest way to fill a single-slot vacancy — pick one person and everyone else is notified automatically.
- Reject reasons go to staff. Keep them factual and respectful ("Already at max hours this fortnight" beats "no").