Modify sessions and shifts with right-click actions

Lumary WFM - This article explains how to modify sessions and shifts directly from a calendar using the right-click drop-down menu options.

Once a session or shift has been added to a calendar, it can be quickly modified using right-click actions. Right-clicking on the session or shift will open a list of options. These options will appear for:

• shifts or sessions with a Draft or Rostered status, and
• shifts, or accommodation, appointment or group sessions.

Required and supported packages

Available with: Lumary WFM

Supported in: Lumary DC

Right-click options will not appear for shifts or sessions with a Complete or Cancelled status.

The following table provides a summary of each of the options. Click on the link to read more about each action.

Option	Availability	Purpose
Complete Session	Sessions	You can use this option to capture: actual worker start and end dates and times actual session activity (breaks, sleepovers and wake ups) start and end dates and times travel time and distance to the appointment travel time and distance from the appointment non-labour travel expenses transport time and distance of clients during the appointment non-labour transport expenses expense files, and comments. Service delivered (SD) records will be created for valid planned services. Once a session is completed, it can no longer be modified using right-click options.
Complete Shift	Shifts	On shifts, you can use this option to: capture the actual start and end dates and times of the shift, capture the actual start and end dates and times of session activities (breaks, sleepovers and wake ups), and capture the actual start and end dates and times of linked sessions - travel time and distance to each appointment travel time and distance from each appointment non-labour travel expenses transport of clients time and distance during each appointment non-labour transport expenses expense files, and comments. This will complete the shift and related sessions and generate service delivered (SD) records for planned services. Once a shift is set to complete, the shift and any associated sessions will no longer provide right-click options.
Modify Clients & Services	Sessions	You can use this option to: add or remove clients change a client's start and end dates or times. Changes must be within the session's or shift's date and times, and add, remove or edit planned services. Services must be available on the clients' service agreements.
Modify Session Activities	Sessions	You can use this option to add, remove or change session activities. Changes must be within the session's date and times.
Modify Session Times	Sessions	You can use this option to change the start and end dates and times for: the session workers clients, and session activities. Worker and client appointment times must be within the session's date and times. Putting a tick in the Synchronise Worker and Client Appointments checkbox will align the dates and times for workers and clients to the session date and time. With this checkbox ticked, changes made to the session dates and times are applied to all attendees. On base rosters and roster period calendars, sessions cannot be changed to dates and times that are outside of the timeframe of the roster.
Modify Shift Activities	Shifts	On shifts, you can use this option to add, remove or change shift activities. Changes must be within the shift's date and times.
Modify Shift Times	Shifts	On shifts, you can use this option to change the start and end dates or times of: the shift, and session activities. This will also change the workers' start and end dates or times.
Modify Workers	Sessions or shifts	You can use this option to: add, remove or swap workers change the worker's start and end dates or times. Changes must be within the session's or shift's date and times. assign a session to a shift select a worker's worker assignment if they have more than one modify session activities, and run a rule engine to find the most suitable worker based on matching criteria like availability, tags and contract type. Find out more about how to assign workers based on suitability.
Send Offer	Sessions or shifts	On unassigned sessions or shifts, you can use this option to select one or more workers to offer the work. The worker will receive a notification for the new offer.