Menu Bar
Care worker finder
Select the care worker you are searching for from the drop down and press GO. The Weekly Planner view will scroll and highlight that care worker.
Export to Excel
The current week’s scheduled appointments by care worker can be downloaded into Excel. Day, client, start time and end times are provided.
Display Options
Hover over this button and these options will appear:
Full Screen On/Off: the top header menu is removed.
Client/Care Worker View: an alternative view showing appointments grouped by client through the week is shown.
Expanded Daily View: a detailed view of a care worker’s schedule by day. Select different day at the top and the table of data will change to that day. Hovering over an appointment or trip will pop up more details on that item.
Highlight Status/Flexibility: toggle between Status and Flexibility indicators.
Show/Hide Breaks: toggle to show or hide meal breaks.
Show/Hide Travel: toggle to show or hide Travel allowances.
Restrict View: enables you to restrict the view to a specific team e.g. care workers; or region e.g. North (where your staff and clients have been allocated against a specific region - see the article on Geographic Regions for further information).
Screen width: enables you to toggle between different screen widths.
On Hold
Hover over the button to see a list of clients on hold during the week.
Running Late
Hover over the button to see a list of today’s appointments which are considered behind. An appointment may have started but the care worker has not yet flagged it as started on their end.
Exceptions
Hover over the button to see a list of appointments either cancelled or rescheduled in the week.
Refresh
Select the Refresh button to reload the weekly planner view after changes have been made and saved or to be sure the latest version is displayed.
Help
Opens up a screen over the weekly planner to show help on the weekly planner functions. To close, click on the red X in the top right corner.
Direction Arrows
<< Retrieve the previous week’s schedule. The period is shown at the top of the table.
>> Retrieve the next week’s schedule. The period is shown at the top of the table.
Move on to the article Rostering Basics 1: The Planner Side Panel to start to roster staff to your appointments.