Allocate Me

User Installation Guide V01

Installing the Me App:

1)Go onto your device’s app store:

  • App Store for Apple Devices
  • Google Play Store for Android Devices

2)Search for “Me from Allocate” App

3)Install the App

4)Open the Me App

5)Select “Create an Account”

6)Enter your personal email address

7)Create a password which is:

  • 8 or more characters long
  • Has at least one number AND one capital letter

8)Press sign in

9)Go into your personal email account, find the verification email (sender: ) and select “Activate”.

10)Sign into your new Me App account

11)You will receive a second e-mail stating the activation has been successful.

12)Read the Privacy Agreement and accept/decline if you want to hear from Allocate about future updates.

13)Read the Terms and Conditions and select Agree.

14)Press Search and look for your home Trust. Please note; You may see other Trust names within the search selection, select the Trust you have a current Bank or Substantive posting with. If you choose a Trust you are not employed by the step 15 will fail and navigate you back to the sign in page.

15)Enter your Employee Online login credentials and press Associate. Please note; this will be the only time you’ll need to enter your EOL details into the Me App. The association occurs if you have an existing Employee Online account.

16)Once the association has been successful you will be navigated to the home page of Me.

CloudStaff functionality in Me:

1)A push notification will appear once you are eligible to join the regional bank implemented by your Trust.

2)Select ‘Ok’ if you wish to be part of your Trusts collaborative Bank. If you wish to make this decision at a later date please select ‘cancel’.

3)Once you have become eligible to join CloudStaff a second push notification will appear asking you to ‘opt in’ to the regional bank/cluster. Once you have selected ‘opt in’ your Bank Contract will be replicated re-distributed to all the HealthRoster’s participating in the regional bank.

4)Once a user has opted into the agreement this will be there homepage.

Users will be able to navigate through their own personal roster, view and book their own Trusts Bank duties as well as viewing/booking the regional bank duties available. Users will be able to input leave, assign call outs after the duty and view temp duties if applicable to the staff group.

Book a Bank Duty Via Me :

1)Click ‘View Unfilled Bank Duties’ select the desired shift, tap ‘book’.

Book a CloudStaff Duty Via Me :

1)Click ‘View Unfilled Bank Duties’ select the desired shift, tap ‘book’. Please note; CloudStaff duties are denoted by the cloud icon in the bottom right hand corner of the shift.

All CloudStaff duties will also denote with Trust they are hosted by.

2)The user can then view the booked duty in their own personal roster.

Please note; Once a shift has been booked via Me the user will not be able to adjust/amend or cancel the duty. The user will need to contact the relevant Bank office in order for them to manually do this action via BankStaff.

Change Control History

Issue No / Issue Date / Description / Document Authorisation
Author / Reviewer(s) / Approver
ALL1.0 / 18/09/2017 / First release / Sade White
Version:
Date:
Copyright 2017 Allocate Software and its subsidiaries / / 1
Allocate Software Ltd
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Copyright 2017 Allocate Software and its subsidiaries /