Weekly Planner

Weekly Planner Overview

The Dashboard for your rostering team

Managing the Weekly Planner Layout and Options through the Menu Bar

How to use the Eziplan Weekly Planner menu bar to change your view of, and control the data shown in, the calendar

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

Bidding

Putting an appointment out to multiple staff at the same time to bid on

Geographic regions

Allocate your clients and staff to regions to filter appointments for your rostering staff

Sending staff messages in Eziplan

How to send a 1:1 message directly to your staff in the Eziplan System

Fixing Errors in Travel time in the Weekly Planner

How to fix incorrect travel time in the weekly planner to assist scheduling.

Award Alerts in Weekly Planner

Understanding Award Alerts

Run Import feature in Weekly Planner