Select the Save/Load Appts tab.

When starting with a new week to schedule, typically the first action is to load all
appointments using the default preferred care workers, qualification, availability and travel rules. Alternatives are available, for example, selecting a prior week and running an import of that week’s schedule by selecting “Run Import”. Eziplan has an extensive set of algorithms to allocate care workers to appointments.

Selecting AUTORUN will use those algorithms to assign remaining appointments.


It is recommended to save the schedule updates regularly as you are editing.

Remember, saving is not publishing.


See the next article Rostering Basics 3: Rejected Appointments to see how to manage appointments that have been rejected by Care Workers.