Weekly Planner Basics

The default view for a schedule update in progress is shown below:

Control over updates to the weekly planner is facilitated by several vertical tabs in the side panel.

Appointments yet to be allocated to a Care Worker are listed under the tabs.

To resolve these appointments and allocate them to a staff member, selections can be made directly from the Care Worker drop down then selecting GO.

Workers in the list highlighted in pink are unavailable at the time. Those highlighted in
orange do not have the requisite qualifications.

Alternatively, targeted lists of Care Workers who are nearby (“KM” link) and/or available at that time (“AV” Link) are able to work. Should it be necessary to edit the appointment, to change the times or other aspects a link “Edit” is available.

Selecting “KM” in the side panel opens a list underneath showing Care Workers, the distance they will have to travel to get to the appointment, available time and their allocated hours that day already. If the “allocated hours” is pink, then the care worker already has an overlapping appointment. They are included in case there is a preferable, more efficient option to move an appointment to accommodate this new one.

Selecting “AV” changes the main view to show all Care Workers and their availability on an expanded daily view. The travel distance is shown. There are several options to adjust the view, showing all care workers, qualified only, and times rather than distance.

Move on to Rostering Basics 2: Save/Load Appointments to learn how to add the Repeat appointments that have Preferred Staff Allocated, in bulk and save your roster.