When starting 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. This can be done by clicking on the 'Load' button to assign all appointments to preferred workers.
There are alternatives available for loading appointments:
1. Using the 'Run Import' function by selecting a prior week and running an import of that week’s schedule.
For more information on this feature, please refer to the Run Import Feature article.
2. 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.