Staff Section – FlowLogic App

Accessing the Staff Section

From the navigation bar along the bottom of the screen, tap the section menu and select Staff. Once inside, you’ll see a list of all staff members you have access to. Use the search bar at the top to find a specific person, or scroll through the list.

The number of staff members visible will depend on your permissions. If someone is missing from your list, reach out to your admin team.

Quick Actions from the Staff List

If you have permission to view a staff member’s mobile number, a Call button will appear on their card so you can contact them directly from the list. If the call option isn’t available, it either means the staff member hasn’t added a phone number to their profile, or you don’t have the access level required to view it.

Opening a Staff Profile

Tap on a staff member’s card to open their full profile. At the top of the screen you’ll have the option to call or message them directly if you have the appropriate permissions. Below that, you’ll find all of the tabs and forms associated with their profile.

Reordering Tabs

To the left of the tabs, tap Manage Sections to rearrange the tab order. Drag and drop tabs into the order that suits you and tap Apply to save. Putting the tabs you use most frequently at the front can make a noticeable difference to how quickly you navigate the app day to day. To go back to the default order at any time, return to the same settings and tap Reset.

Searching Within a Profile

Use the search bar within a tab to find specific fields or forms without scrolling through everything manually. This is particularly useful when working with forms that have a large number of fields.

Editing a Staff Profile

Tap the Edit button in the top-right corner of the screen to update information within a profile. Make your changes, then tap Save in the top-right corner to confirm. If you change your mind, tap the back button and choose not to save.

Adding a New Record

Navigate to the relevant tab and tap the Add button in the top-right corner. If the Add button isn’t visible, you don’t have permission to add records to that tab. When the button is available, the app will ask which form you’d like to add a record to. Select it, fill in the relevant details, and tap Save. A confirmation message will appear at the bottom of the screen once the record has been saved successfully.

Navigating Back

Tap the back arrow in the top-left corner to return to the staff list. The navigation bar at the bottom of the screen will then be available to take you to the home screen, your shifts, or any other section of the app.