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Rostering & Scheduling Visits
Rostering & Scheduling Visits
Set up, manage, and monitor visits
By David and 1 other
2 authors
41 articles
Client Agenda
Enabling Publishing
Scheduling
Creating a Client Schedule
Multi-Week Schedule Cycles
Multiple Week Schedule Cycle
Agenda vs Schedule
Separate or Repeated Schedule Entries?
Bookings
Generating Bookings
Overlapping Visits
Carer allocation history
Unplanned Visits
Incomplete Bookings
Booking Types
Cancel a Booking
Un-Cancel a Booking
Shadowing bookings
Visit Validation Exceptions
When a carer isn't able to check-in using the app, you can record an exception
Ad Hoc Bookings
Roster
Roster
Booking Colours
Roster Settings
Roster (grid)
Roster (overview)
Roster: change carer's contract before saving
When allocating a carer using drag + drop on the roster, you can change which carer contract is used
Increase the maximum number of carers on a booking type
Travel time & mileage estimates
Travel Time Estimates
Shifts
Rostering Using Shifts
Rounds & runs
Create and use Rounds
Confirming bookings & shifts
Booking Confirmation - per-carer
Manual Check-ins
Un-Confirm a Booking
Confirming Bookings
Unlock a booking
Mark Shifts as Attended
Roster Thresholds
Location Thresholds
Publishing & rota visibility
Email or print carer/client agendas
Publishing & restricting rota visibility
FAQs
Carer Can't See a Booking
What happens when the clocks change?
Are My Bookings Published?