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Booking-generation batch statuses explained

A booking-generation batch moves through a fixed series of statuses. This reference explains what each one means and what you can do from there.

Written by Dec Norton

Status reference

Pending

The batch has just been created and is queued to start. Brief — usually moves to Building entries within seconds.

Available actions: Cancel

Building entries

The system is loading every client schedule entry that matches your filters and creating a draft booking for each one. The total count isn't known yet — it ticks up as drafts are built.

Available actions: Cancel

Validating

Each draft booking is being checked against current carer availability, service contracts, suspensions, and overlaps. The valid / invalid counts grow as chunks of work complete.

Available actions: Cancel

Validated (Ready to review)

The batch is waiting for you to review the entries and click Confirm. You can edit allocations, fix invalid entries, remove entries, and select / deselect which entries you want to confirm.

Available actions: Confirm, Refresh entries, Revalidate stale entries, Cancel, Remove entries.

Revalidating flagged entries

The system is re-checking entries that were flagged because something they depend on (client, schedule, carer) changed. The table stays visible while it works.

Available actions: Cancel.

Confirming

A final validation pass runs against the entries you confirmed, in case anything changed between review and confirm. If everything still passes, the batch moves to Confirmed.

Available actions: Cancel (returns to Ready to review).

Confirmed

All confirmed entries passed re-validation and the batch is queued to start creating bookings. Brief — usually moves to Creating within seconds.

Available actions: Cancel (returns to Ready to review).

Creating

Bookings are being created in the database. The progress bar shows how many are done. You can navigate away — this continues in the background.

Available actions: Cancel (terminal — bookings already created are kept), Force complete (only appears if the batch has stalled).

Completed

Every confirmed entry was successfully turned into a booking.

Available actions: Done, Retry as new batch.

Partially completed

Some entries became bookings, others hit errors during creation. The entries table shows which are Created vs Failed.

Available actions: Done, Retry as new batch (the retry skips already-created bookings).

Failed

The batch failed to complete — usually because of an unexpected error during initialisation or validation. Open the timeline disclosure on the batch's detail page for the failure reason.

Available actions: Done, Retry as new batch.

Cancelled

Someone (or you) cancelled the batch. If it was cancelled mid-Creating, any bookings already in the database are kept and the remaining entries are marked Failed.

Available actions: Done, Retry as new batch.

Entry statuses

Inside a batch, individual entries have their own status:

Entry status

Meaning

Pending

Not yet validated.

Valid

Passed validation; ready to confirm.

Invalid

Failed validation. See the validation messages on the row.

Confirmed

You selected this entry and clicked Confirm.

Creating

This entry is currently being turned into a booking.

Created

A booking was successfully created from this entry.

Failed

Booking creation hit an error.

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