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Rostering Basics 5: Search Appointments

Rostering Basics

Rostering Basics 5: Search Appointments

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

Last updated on 21 Jan, 2026

Appointments can be searched by client name, care worker assigned, suburb or date.

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The resulting list showing client name, care worker and date of the appointment is displayed below the search tab.

Selecting the care worker name from the list will alter the weekly planner view to show that care worker at the top and from here the appointment selected can be edited.

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Not all appointments meeting the criteria are displayed when there is a big result set. Use a narrower criterion to reduce the list to a manageable size.

The next article will show you how to find publish your roster Rostering Basics 6: Publishing your Roster.

 

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