The carer agenda allows you to view and manage your carers bookings, availability and leave for up to four weeks.
ℹ️ The carer agenda is similar to the client view on the roster, but rather than showing a single day for everyone, it shows a full week (or up to 4) for a single person.
The agenda has the dates shown down the left hand side as each row refers to a specific date. You will also see the number of hours that the carer is set to be working each day there are bookings. If the carer has a work pattern assigned, you will see their minimum/maximum hours and how many hours are listed. Hovering over this will provide more information.
Any bookings allocated to the carer will be shown on the agenda as well as any shifts (both created and scheduled), or availability. You will also see any client schedule entries that the carer is allocated to.
Actions
Create ad hoc bookings
Create ad hoc shifts
Generate scheduled shifts
Create ad hoc availability
ℹ️ Clicking on the date on the left hand side will allow you to view the carer's travel for that date or open up the roster for that date.
Agenda options
Clicking the ⋮ icon to the top right, presents some additional options:
Weeks - Select whether you wish to display 1, 2, 3 or 4 weeks
List view/Grid view - Change the view of the roster. The default is grid view (shown above) and you can change this to be a list instead
Generate shifts - Takes you to the shift generation screen for this carer only
Export - Export the agenda to either
Print
Email
View history - View previous actions, such as allocations, creations and deletions for bookings or shifts
Hide/show scheduled visits - Choose whether client schedule entries should be shown (only schedule entries that the carer is allocated to)
Enable/disable travel - Choose whether to show travel time estimates for the carer
Help - Links you back to here!