Files
threadcount-community/docs/manual/counter/requests-from-staff.md
T
ThreadCount 8c86c988c1 ThreadCount Community edition
Uniform stock management for healthcare linen rooms: the coordinator app, the phone counter and the staff app, for your own server. Built from 2d04e45 on 2026-09-15. Licensed under the Functional Source License (FSL-1.1-ALv2).
2026-09-16 04:04:31 +10:00

85 lines
5.2 KiB
Markdown
Raw Blame History

This file contains ambiguous Unicode characters
This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.
---
title: Requests from staff
section: counter
order: 3
summary: Staff ask for uniform in the staff app, their manager decides each garment, the linen room picks the bag. Where requests appear, the queue, codes, messages and the waitlist.
screen: Requests
role: Admin or Issuer
keywords: request, ward request, staff request, requests queue, approve, declined, pick, start picking, bag, collection code, hold, messages, waitlist, needs an approver, withdraw, re-address
---
A request is one ask for one person, raised in the staff app and approved by that person's manager before the linen room can act.
## What staff can ask for
- Up to 10 lines, and between 1 and 20 of each garment. The same garment and size asked for twice becomes one line.
- A reason, from `Worn out`, `Damaged`, `Lost` and `Extra for shifts`, and a note of up to 400 characters.
- Only garments for their own staff group, or for every group, and in their uniform style.
A person with no manager recorded cannot raise one. Each request gets a code such as `R-0042`. See [Staff app](/docs/apps/staff-app) and [Manager approvals](/docs/counter/manager-approvals).
## Where requests appear
- **Today.** `Pick for approved requests` lists approved requests. A row reads `in stock` with `Start picking`, or `none on the shelf` with `Order it in`, which opens `New order` for that person with the short lines filled in.
- **A person's record.** The `Requests` tab lists theirs, `Open` or `All`, with `Open in the queue`.
- **The queue.** The `Requests` button on `People` opens every request. On a phone it is `Requests` in the `More` sheet.
| Queue tab | Holds |
|---|---|
| `To do` | Approved and not yet handed over |
| `Needs an approver` | Waiting, with nobody asked to approve |
| `Open` | Everything not yet finished, waiting ones greyed |
| `All` | Every loaded request |
| `Record queries`, `Damage`, `Kit check & waitlist` | The staff app's other reports |
The queue loads the latest 400 requests; older ones are on the person's record. When any request has no approver, a line reads `<n> with no approver` with `Address them`. `Export CSV` writes the tab on screen.
Opening a request lists every line with its decision. A declined line is struck through with its reason and is never picked.
## The bag
1. **Press `Start picking`.**
2. **Hold it at the counter or send it on the ward round.** `Hold at the counter` takes an optional `Held until` note, such as `Fri 6pm`. `Send on the ward round` is covered in [Delivery rounds](/docs/counter/delivery-rounds).
3. **Match the code at the counter.** Holding gives the bag a 4-digit collection code, different from every other bag waiting at the counter.
4. **Press `Collected`** when the person takes it.
Holding at the counter emails the person with the code and the held-until note, when they have a staff-app account and email is set up. The note is text; nothing expires on it.
`Collected` checks the shelf and refuses `Not enough <garment> <size> on the shelf to hand over — count the shelf or order it in first.` It writes an issue for each approved line and adds the garments to the supplier's replenishment draft.
A request moves only forward. A stale screen gets `A request that is "<status>" can't move to "<status>".` or `Somebody else moved that request just now — reopen it.`
`Collection slip`, `Delivery slip` and `Print order form` print the approved lines ([Slips and signatures](/docs/counter/slips-and-signatures)).
## Messages
Each request has its own messages. You reply in `Reply to this order` and press `Send`. Replies are named `(linen room)`. ThreadCount sends no email when you write a reply. The request's `History` lists every step, who took it and when.
## Stuck requests
A request waiting on nobody, or on a manager who will never answer, has two ways out:
- **Re-address it.** Choose a name and press `Ask them` or `Re-address`. People without a staff-app account are listed under `Cant be asked — no staff-app account`. The person who raised it is left out. The wearer is listed only when set as their own manager, and choosing them is a self-approval.
- **Withdraw it.** `Withdraw it` declines the request with the reason `Withdrawn — no approver available` and emails the person when they have an account.
Deactivating a person closes their waiting requests.
## The waitlist
Staff join a waitlist for a garment and size in the staff app. The `Kit check & waitlist` tab lists who is waiting under `Waiting for a size`.
When the size arrives, press `Its in — offer it`. The garment is held for 48 hours, and the person is emailed when they have an account. Accepting in the staff app raises a request, which still needs their manager. After 48 hours the row reads `Hold lapsed — offer to the next person`.
An offer is refused when the garment is now outside the person's staff group or uniform style, with a message ending `Take them off this waitlist instead.`
Starting a kit check and closing it are Admin only.
## What is written
| Record | Change | Undo |
|---|---|---|
| Request | Status, collection code, held-until note, a history line per step | None; it only moves forward |
| Issue | One row per approved line on `Collected` | Record a return |
| Message | Your reply, with your name | None |
| Waitlist entry | Offered time | None |