Rostering Basics

Rostering Basics 1: The Planner Side Panel

How to manage your client schedule and staff rostering in the Eziplan Weekly Planner

Rostering Basics 2: Save/Load Appointments

Loading and saving rosters in the Weekly Planner Side Panel

Rostering Basics 3: Rejected Appointments

Managing appointments that have been rejected by Mobile Staff

Rostering Basics 4: Conflicts

Managing the conflicts in your roster

Rostering Basics 5: Search Appointments

How to search and Filter the Weekly Planner Side Panel for planned appointments that you are trying to Roster

Rostering Basics 6: Publishing your Roster

Publishing the completed roster for your mobile staff/care workers

Rostering Basics 7: Breaks

Helping you to manage staff break times in the Weekly Planner

Rostering Basics 8: Managing Appointments for Shift Changes

How to reallocate appointments when staff change shifts.