Why can I no longer use the right-click feature found in Access People Planner timeline in Access Care Rostering to re-allocate or cancel a call etc?
One of the biggest changes we have made in Access Care Rostering is the introduction of the right-hand panel to support touch devices. All the previous right-click actions can be achieved via the interactive right-hand panel, whilst at same time surfacing key information.
How do I cancel a visit?
This is now done via the right-hand panel. Select the visit and choose the action required from the interactive right-hand panel.
What does the ! symbol mean?
This means that the employee working the visit does not match the templated employee.
Select the visit to see the details in the right-hand panel. You can update the templated employee in the right-hand panel too.
What does the T symbol mean?
We have made it easier to identify visits that are not templated. The T symbol means that the visit is not templated.
To template, select the visit, and from the right-hand panel, select Create/Update Template.
How do you template a visit?
To template, select the visit, and from the right-hand panel select Create/Update Template.
What do the visit colours mean?
Blue indicates that a visit has been booked on and/or off.
Green is to show that the visit is allocated. There are various symbols that may appear to indicate information or an action required (e.g ! / T ). This will be surfaced in the right-hand panel too.