View My Required Keys

Modified on Wed, 26 Oct, 2022 at 11:25 AM

From the Staff Dashboard, staff can view My Required Keys, to display keys they will need to perform their assigned services scheduled for the next few days. The list shows keys that are either "unassigned" (still with Admin) or assigned to another staff member.

From My Required Keys, staff can:

view keys they need to perform their assigned services
re-assign key(s) from other staff to themselves
return the key(s) to the office Admin
view key log
edit key details

Note: Staff permissions to return and assign keys must be enabled.

How Do I View My Required Keys?

Navigation: Scheduler > Key Management

Step 1

From the Dashboard, click the "Hamburger" menu tap the Scheduler icon, then "Key Management."
Tap "My Required Keys."

Note: These keys are shown in red on the Schedule.

View a list of keys you require to carry out a today's services in pet sitter software

Step 2

The list displays: date of service, client reference, area, key name and key reference if used.

Tap on the client to view client details, and edit (if enabled.)
Tap on the key / ref to view key details, and edit (if enabled.)

Access client and key information in pet sitter software

How Do I Assign a Key to Myself?

Keys that can be assigned are show in green, and these are assumed to be physically at the office "unassigned."
To assign the key, click "Assign Key."

Assign a key to yourself in dog walking software

How Do I Re-Assign a Key to Myself that is Already Assigned to another Staff Member?

Keys that can be assigned are show in red are assumed to be physically in another sitter's possession so you will need to make arrangements to meet that sitter so they can hand over the key to you.
To assign the key from that sitter, click "Assign Key."

Assign a key to yourself from another sitter in dog walker software

The re-assigned key is no longer in "My Required Keys" and is now in "My Key List." It has also changed colour to green.