Refine demo plan terminology and steps for clarity; update client and staff onboarding processes
This commit is contained in:
@@ -69,11 +69,11 @@ To start the demo you should clean the database running the next command:
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---
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### Demo 1: Register Business & Show Empty States (Client App)
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### Demo 1: Register Client & Show Empty States (Client App)
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**Purpose:** Show the client onboarding experience and empty states
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**Purpose:** Show the client onboarding experience and empty states
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**Steps:**
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**Steps:**
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1. Open Client App → Tap "Register"
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1. Open Client App → Tap "Create Account"
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2. Enter business email, and password.
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2. Enter business name, email, and password.
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3. Navigate to home page
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3. Navigate to home page
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4. **Point out:** Empty dashboard, no orders, no workers, clean slate
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4. **Point out:** Empty dashboard, no orders, no workers, clean slate
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@@ -82,9 +82,10 @@ To start the demo you should clean the database running the next command:
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### Demo 2: Register Staff & Show Empty States (Staff App)
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### Demo 2: Register Staff & Show Empty States (Staff App)
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**Purpose:** Show the worker onboarding experience and empty states
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**Purpose:** Show the worker onboarding experience and empty states
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**Steps:**
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**Steps:**
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1. Open Staff App → Tap "Register"
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1. Open Staff App → Tap "Sign Up"
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2. Enter phone number and verify with OTP code
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2. Enter phone number and verify with OTP code
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3. Navigate to home page
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3. Follow the steps to add the personal details.
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3. Navigate to home page.
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4. **Point out:** Empty shifts list, no available work yet
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4. **Point out:** Empty shifts list, no available work yet
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---
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---
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@@ -117,6 +118,7 @@ To start the demo you should clean the database running the next command:
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- Home: Coverage stats, upcoming shifts
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- Home: Coverage stats, upcoming shifts
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- Orders: Posted shifts with workers assigned
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- Orders: Posted shifts with workers assigned
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- Coverage: Real-time worker status
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- Coverage: Real-time worker status
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- Payments: Recent invoices and payment history
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**What to Notice:**
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**What to Notice:**
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- Coverage percentage for today's shifts
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- Coverage percentage for today's shifts
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@@ -127,9 +129,9 @@ To start the demo you should clean the database running the next command:
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---
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### Demo 5: Client Creates a New Hub
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### Demo 5: Client Creates a New Hub
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**Screen:** Hubs Tab → "Add Hub" button
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**Screen:** Home page top right hand corner settings → "Add Hub" button
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**Steps:**
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**Steps:**
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1. Navigate to Hubs tab in bottom navigation
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1. Navigate to Hubs page
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2. Tap the "+" or "Add Hub" button
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2. Tap the "+" or "Add Hub" button
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3. Fill in hub details:
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3. Fill in hub details:
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- Hub name: "Downtown Convention Center"
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- Hub name: "Downtown Convention Center"
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@@ -149,7 +151,7 @@ To start the demo you should clean the database running the next command:
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> ↓
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> ↓
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>Worker Applies [O4]
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>Worker Applies [O4]
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> ↓
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> ↓
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>Confirmation (This Part is missing for now, for now is confirmed)*[O5]
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>Confirmation [O5]
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> ↓
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> ↓
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>Worker Checks In [O6]
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>Worker Checks In [O6]
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> ↓
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> ↓
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@@ -160,26 +162,26 @@ To start the demo you should clean the database running the next command:
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### Demo 6: Client Creates New Order - [O1]
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### Demo 6: Client Creates New Order - [O1]
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**Purpose:** Walk through the shift creation process
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**Purpose:** Walk through the shift creation process
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**Screen:** Orders Tab → "Post" button
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**Screen:** Orders Tab → "Post an Order" button or "+ Order"
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**Action:** Create a new shift for upcoming event
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**Action:** Create a new order for upcoming event
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**What to Fill:**
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**What to Fill:**
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- Order name: "Spring Gala 2026"
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- Order name: "Spring Gala 2026"
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- Date: [Select upcoming date]
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- Date: [Select upcoming date]
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- Vendor: [Select existing vendor]
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- Location: [Select existing hub]
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- Location: [Select existing hub]
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- Add position: Server, Count: 3, Hours: 5PM-9PM
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- Add position: Server, Count: 3, Hours: 5PM-9PM
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---
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### Demo 7: Client Views Order Details
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### Demo 7: Client Views Order Details
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**Purpose:** Show detailed shift information and worker assignments (this second part is missing for now)
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**Purpose:** Show detailed order information and worker assignments
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**Screen:** Orders Tab → Tap on any order card
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**Screen:** Orders Tab → Tap on any order card
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**Action:** Expand order to see full details
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**Action:** Expand order to see full details
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**What to Notice:**
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**What to Notice:**
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- Event name and location
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- Event name and location
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- Roles needed (e.g., "2 Servers")
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- Roles needed (e.g., "2 Servers")
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- Clock in/out times
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- Estimated cost
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- Estimated cost
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- Coverage percentage bar
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- Coverage percentage bar
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@@ -202,12 +204,13 @@ To start the demo you should clean the database running the next command:
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**What to Notice:**
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**What to Notice:**
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- Today's Shifts section (confirmed shifts for today)
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- Today's Shifts section (confirmed shifts for today)
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- Tomorrow's Shifts section
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- Tomorrow's Shifts section
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- Recommended Shifts section (available shifts to apply for)
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---
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### Demo 10: Staff Browses Available Shifts - [O3]
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### Demo 10: Staff Browses Available Shifts - [O3]
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**Purpose:** Show how workers discover and view available work
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**Purpose:** Show how workers discover and view available work
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**Screen:** Shifts → "Find Work"
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**Screen:** Shifts → "Find Shifts" tab
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**Action:** Browse the list of available shifts
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**Action:** Browse the list of available shifts
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**What to Notice:**
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**What to Notice:**
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@@ -220,11 +223,11 @@ To start the demo you should clean the database running the next command:
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### Demo 11: Staff Applies for Shift - [O4]
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### Demo 11: Staff Applies for Shift - [O4]
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**Purpose:** Show the application process from worker side
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**Purpose:** Show the application process from worker side
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**Screen:** Shift Details → "Apply Now" button
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**Screen:** Shift Details → "Book" Shift button
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**Steps:**
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**Steps:**
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1. Tap on an available shift to view details
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1. Tap on an available shift to view details
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2. Review business name, location, pay, requirements
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2. Review business name, location, pay, requirements
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3. Tap "Book Shift"
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3. Tap "Book" Shift button
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4. See instant confirmation
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4. See instant confirmation
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---
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---
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@@ -248,15 +251,14 @@ To start the demo you should clean the database running the next command:
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**What to Notice:**
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**What to Notice:**
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- Live worker status (Checked In, En Route, Late, Not Arrived)
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- Live worker status (Checked In, En Route, Late, Not Arrived)
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- Color-coded status badges (green, yellow, red)
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- Color-coded status badges
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- Worker contact information
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- Worker information
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- Real-time updates as workers check in
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### Demo 14: Staff Checks In to Shift (Day of Event) [O6]
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### Demo 14: Staff Clock In to Shift (Day of Event) [O6]
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**Purpose:** Demonstrate the check-in process
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**Purpose:** Demonstrate the check-in process
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**Screen:** Home or My Shifts → Shift Card → "Check In" button
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**Screen:** Home -> Clockin page -> Clock-in slider
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**Action:** Simulate checking in to an active shift
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**Action:** Simulate checking in to an active shift
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**What to Notice:**
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**What to Notice:**
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@@ -265,9 +267,9 @@ To start the demo you should clean the database running the next command:
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---
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---
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### Demo 15: Client Sees Check-In Update - [O6]
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### Demo 15: Client Sees Clock-In Update - [O6]
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**Purpose:** Show cross-app interaction and real-time updates
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**Purpose:** Show cross-app interaction and real-time updates
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**Screen:** Client App → Coverage Tab
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**Screen:** Client App → Coverage Page
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**Action:** Press the update button on the top right to refresh worker statuses
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**Action:** Press the update button on the top right to refresh worker statuses
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**What to Notice:**
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**What to Notice:**
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@@ -277,15 +279,13 @@ To start the demo you should clean the database running the next command:
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---
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### Demo 16: Staff Checks Out of Shift - - (this is under fixing)[O7]
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### Demo 16: Staff Clock-Out of Shift - [O7]
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**Purpose:** Demonstrate the check-out process and shift completion
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**Purpose:** Demonstrate the clock-out process and shift completion
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**Screen:** Home or My Shifts → Shift Card → "Check Out" button
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**Screen:** Home -> Clockin page -> Clock-out slider
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**What to Notice:**
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**What to Notice:**
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- Check-out timestamp automatically recorded
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- Check-out timestamp automatically recorded
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- Status changes to "Completed"
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- Status changes to "Completed"
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- Total hours worked calculated automatically
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- Shift moves from active to history
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---
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---
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@@ -298,7 +298,6 @@ To start the demo you should clean the database running the next command:
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- Worker status changes to "Completed"
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- Worker status changes to "Completed"
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- Check-out time displayed alongside check-in time
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- Check-out time displayed alongside check-in time
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- Total hours worked visible
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- Total hours worked visible
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- Shift marked as complete in orders list
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- Cost finalized based on actual hours
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- Cost finalized based on actual hours
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---
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---
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@@ -309,11 +308,9 @@ To start the demo you should clean the database running the next command:
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**Steps:**
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**Steps:**
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1. Navigate to Profile tab in bottom navigation
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1. Navigate to Profile tab in bottom navigation
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2. Review profile sections:
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2. Review profile sections:
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- **Profile Info:** Name, photo, contact details, date of birth
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- **Profile Info:**
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- **Statistics:** Total shifts worked, average rating, reliability score
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- **Emergency Contact:** Contact details for emergencies
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- **Bank Account:** Linked payment account for direct deposit
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- **Bank Account:** Linked payment account for direct deposit
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- **Certificates:** Food Handler, ServSafe, Background Check status
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- **Documents:** ID verification, work authorization
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- **Tax Forms:** W-9, I-9 compliance documents
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- **Tax Forms:** W-9, I-9 compliance documents
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- **Time Card:** Historical shift records with hours and earnings
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- **Time Card:** Historical shift records with hours and earnings
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---
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