Choose what workers see about a job
Decide which job details, such as the order description, who to call on site, the documents or your own order fields, workers can open from their shifts in My Shifts, and who sees each one.
A shift in My Shifts shows the order, client, site and role. When your workers need more to do the job, such as the order's description, who to call on site or the documents, you choose what they can open under Job details on the shift, and who sees each detail. Nothing extra shows until you choose it.
Your organization may use other words for orders, jobs, projects, clients and supervisors. The screens use the names set under Terminology in Settings; this page uses the defaults.
Choose who sees each detail
Owners and Admins can do this. The section is on your settings page only if you can manage settings.
- In the sidebar, select Settings, then General.
- Under Operations, select Worker job details.
- Under Choose what workers see, open the list beside a detail and pick who sees it. You can pick more than one.
- Select Save. You see "Worker job details saved."
| Pick | Who sees the detail |
|---|---|
| Everyone on the shift | Every worker on the shift. It includes all the other choices, so they can't be picked alongside it |
| Supervisors | Workers on the shift in a supervisor role |
| Role: and a role's name | Workers on the shift in that role |
| Tag: and a tag's name | Workers who have that tag |
A detail with nothing picked shows Hidden, and every detail starts hidden. A detail with no value on a job never shows, whatever you pick. Always shown, at the top of the section, lists the details you can't hide.
Details you can show
| Detail | What workers see |
|---|---|
| Order description | The order's description. A long one is cut short, with Show more to read the rest |
| Order number | The order's number |
| Job start and end dates | The first and last day of the order |
| Order and project tags | The tags on the order and on its project |
| Project code and description | The project's code and description |
| Project site (Site, Area, Zone) | Where on the project the order is, from the site down |
| Supervisor or order owner contact | The name, phone and email of the supervisors on the job that day. When there are none, the order's owners |
| Client phone number | The client's phone number, which they can select to call |
| The worker's other days on this job | Their other shifts on the same order. Selecting one opens My Shifts on that day |
| Order and project documents, and shift files | Files for this shift, the order and the project. On My Shifts they are labelled This shift, Order document or Project document (not specific to this order). In Pay Mobile a project file is labelled Project document. See Share files with workers |
| Required competencies for the worker's role | The competencies the role they're on requires, each with whether theirs is current, expiring soon, expired or missing |
| Link to the order chat | A link to the order's chat in Messages. Listed only if your organization has Messages |
Each of your order custom fields is listed after these, marked (custom field). An archived field leaves the list and comes back with the same choice when you unarchive it.
If the section won't load or save
- "Could not save worker job details. Try again." Your choices weren't saved. Select Save again.
- "Access denied: You do not have permission to change worker job details." You can no longer manage settings. Ask an Owner or Admin.
- "Couldn't load worker job details." The section couldn't open. Select Retry.