How to Make or Accept a Swap or Replacement Request

---

Table of Contents

• Section 1: Introduction
• Section 2: Step-by-Step Guide
• Section 3: Additional Resources

---

Section 1: Introduction

The M7 app makes shift swaps and coverage requests simple. Submit a request, notify your team and scheduler in real time, and track its status. You can also see available colleagues who might take your shift, and once approved, your schedule updates automatically.

---

Section 2: Step-by-Step Guide

To Make a Swap or Replacement Request:

Step 1: Launch the M7 App

This app is most likely already installed on your phone from your M7 training session.

• If you haven’t downloaded it yet, watch this quick video for step-by-step instructions.
• Prefer using a browser? Open your preferred browser and enter your facility’s dedicated website URL: [facility name].m7health.com.

Step 2: Navigate to the Schedule Tab

• To ensure you're on the Current Schedule page, choose one of the following options:
  • Click on the ‘Schedule’ tab in the bottom left hand corner of your app.
  • In the upper right corner, toggle to ‘Current.’

Step 3: Choose a Date with a Scheduled Shift

• When you click on a shift, a detailed card will appear with all the shift information.

• In the center of the card, you’ll find two black buttons: ‘Swap’ and ‘Replace.’

  

Step 4: Request a Swap Shift

• Click the black ‘Swap’ button.
• The day you are scheduled to work will be highlighted in red, and your other workdays will appear on the mini calendar view.
• Select the day you’d prefer to work and browse the list of available shifts. Once you find a suitable swap, select the individual and click ‘Request Swap With….’
• This will notify that individual of your swap request.
• Your request will appear in the ‘Request’ tab under the ‘Pending’ column, awaiting review by both the staff member and your scheduler.

        .   

Step 5: Request a Replacement Shift

• Click the black ‘Replace’ button.
• A confirmation message will appear; click ‘Confirm’ to proceed.
• This will notify all eligible individuals about the extra shift opportunity.
• The request will appear in the ‘Request’ tab under the ‘Pending’ column, awaiting review by both the staff member and your scheduler.

             

Step 6: Confirmation Text and Schedule Adjustment

• After the selected individual accepts your request and your Scheduler approves it, you’ll receive a text notification confirming the update, and your schedule will be automatically adjusted.

  

To Accept a Swap or Replacement Request:

This app is most likely already installed on your phone from your M7 training session.

Step 1: Navigate to the Request Tab

• Click on the ‘Request’ tab at the bottom of your page.

Step 2: Navigate to the ‘New’ Column

• Review and choose to accept, ignore, or decline any pending swap or replacement requests.

.                  . 

Step 3: Confirmation Text and Schedule Adjustment

• After your Scheduler approves it, you’ll receive a text notification confirming the update, and your schedule will be automatically adjusted.

  

❗️Note: Some replacement shifts may not appear if they would result in overtime. If you interested in picking up a shift but it is not visible, please contact your manager for assistance.

---

Section 3: Additional Resources

• How to View Your Current Schedule

---

Need more help?

Our support team is here to help! Reach out by texting or calling us at 727-777-7391, or email us at [e-mail] for further assistance.

---