Rostering
Useful information to help you with planning
Allocate and cancel visitsIn this article, we explain how to allocate visits.
Template visitsIn this article, we explain how to set and update templates.
Amend the actual time of a visit which has been reconciledIn this article, we explain how to amend the actual time of a reconciled visit.
Lock and unlock a visit time on the rostering screenIn this article, we explain how to toggle the lock and unlock button for visit planning.
Change an existing service requirement orderIn this article, we explain how you can change or update an existing service order.
Visit generation showing failedIn this article, we explain how to solve the failed error when generating visits.
Add and delete breaks on a visitIn this article, we explain how to add and delete breaks on a visit.
Move double up calls at the same timeIn this article, we explain how to move double up calls at the same time.
Ensure visits integrate with Access Care PlanningIn this article, we explain why client visits are not showing on Access Care Planning.
Enable dynamic travel timeIn this article, we explain how to enable dynamic travel time.
Add set travel time between visitsIn this article, we explain how to add a set travel time between visits.
Hours attended report by service user or employeeIn this article, we explain how to view the monthly or weekly visit hours attended by a service user or employee.
Continuity on shifts or visitsIn this article, we explain how you can view the percentage of continuity on a visit.
Issue a rotaIn this article, we explain how to issue a rota by printing or emailing it.