These tools are designed to help you create schedules quickly, you can access them through the schedule page, from the button at the top right of the schedule.

Past Runs

Past runs will automatically create you a daily scheduled based on past data. You cannot preview the schedule so the system will just automatically assign the visits.

Follow the steps below:

  1. Click the button at the top right

  2. Click "Assign visits based on past runs"

Preferred Carer Optimisation

Once you’re comfortable with creating your rotas manually you can start to use our preferred carer scheduling tool. This tool works best if you have the same carers attending the same client visits each week.

Follow the steps below:

  1. Set up preferred carers for clients in your client's service section

  2. Make sure that carers have work shifts / availabilities set

  3. Check how your schedule for any upcoming day looks like by clicking the button at the top right of the Schedule page assign visits to preferred carers

The system will assign as many visits as possible. You can also run this for a week at a time on your visits page weekly view.

Copy Visits

Copy Visits allows you to copy a previous day's schedule into the current day.

Follow the steps below:

  1. Go to down-arrow at the top right of the Schedule page > click Copy Visits

  2. Options will appear with suggested days to copy over and a match percentage.

  3. Select the day that fits your schedule best, by accepting the new schedule the system will override any previous assignments. You cannot use this function if the day you're trying to copy to already has cancelled or started visits.

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