Automated scheduling tools are designed to help you create schedules quickly. You can access them through the schedule page, from the actions button.
Note: This article explains how assigning based on past matching days, preferred carer optimisation, and visit copying work. Click here to find more info about Autopilot and Visit Runs.
Past matching days
The "past matching days" tool will automatically create you a daily schedule based on past data. You cannot preview the schedule so the system will just automatically assign the visits.
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:
Set up preferred carers for clients in your client's task section.
Make sure that carers have work shifts / availabilities set.
Create schedule by clicking Actions > Assign visits to preferred carers.
The system will assign as many visits as possible.
Note: You can also run this for a week at a time on your schedule page's weekly view.
Select Day to Copy
The "Select day to copy" option allows you to copy a past day's schedule into the current day.
Follow the steps below:
Click Actions > Select day to copy.
Options will appear with suggested days to copy over and a match percentage.
Select the day that fits your schedule best, by accepting the new schedule the system will override any previous assignments.
Note: You cannot use this function if the day you're trying to copy to already has cancelled or started visits.
If you want to print a copy of the daily rostering(rota) for one carer, you can click on the name of the carer to open the pop over menu and select Print visit roster
