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How to Review Locum Documents Prior to Booking
How to Review Locum Documents Prior to Booking

A step-by-step guide on how to review locum documents prior to booking.

Olivia McKearney avatar
Written by Olivia McKearney
Updated over a week ago

Once you log into your profile, you will need to navigate to the ‘Shifts’ tab located on the top left-hand side of the below screenshot.

You must utilise the filters available on the left-hand side to select either ‘Shifts’ or ‘Applicants’ under the ‘Applications’ tab. As displayed below:

If you select the filterable option ‘Shifts’ then the live shifts with applicants will display as below:

If you select the filterable option ‘Applicants’ then the applicants that have applied for your live shifts will display as below:

On both of the above options you will note that the dates are underlined, these are hyperlinks that will bring up the full shift details:

Once the date hyperlink has been clicked the below screen will appear:

On the bottom left of the screen, you will see the ‘Applicants’ heading, here you will be able to view any applicants that have applied for this particular shift. As displayed below:

To view this applicant's documents in more detail before booking then you must click on their name or the option to ‘View Profile’. These are hyperlinks that will take you to the following screen:

On this screen you will select the ‘Compliance’ tab, this will display the following screen:

On this screen, you will be able to see the ‘Essential’ & ‘Other’ documents that this user has uploaded.

Once you’re finished reviewing the documents, select the ‘X’ on the top right-hand corner to close this screen. You can then select the green ‘Book’ or ‘Book All’ button to approve this locum’s application for either this shift or all shifts applied for at this location.

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