How do I send a shift to agency from the Patchwork Bank portal?

Learn how to send a shift for agencies from the portal.

Once you have created a shift, for agencies to view it/them, you need to send it out to the Patchwork Agency portal. 

 
To do this:
  • Tick the shift(s) you wish to action

  • Click ‘More Actions’

  • Click ‘Send to Agency’

Send to agency - Shift list - action bar - cropped
  • Select the tier you wish to send the shifts to. Note: any tier you select will promote the shift to all agencies within that tier, as well as any tier numbered below it (e.g. select tier 5, then tiers 1-4 and 5 will be able to view the shift)

  • If you choose to select a tieryou will be able to amend this at a later date 
  • Click ‘Send shifts to Agency’

Send shift to agency popup - cropped

Within the Patchwork Bank portal you will see confirmation that the shift has been released to Agency, including the tier. 

Agency tier two - shift list view