You can add a specific service users to an employee's decline list to register their preference on not being assigned to that service user. This can be either enforced or overruled, depending on your planning settings.
📌 Note: If you need to change your current settings, we can do this for you.
When scheduling a visit, a warning symbol appears indicating that the service user is on the decline list.
To add a service user to an employee decline list, follow these steps:
From the menu, select HR.
Click Employee, then click Find.
Using the arrow on the left, select the relevant Employee record.
Click Decline List, then click Add new.
Enter all the details and click Save.