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The Timeline View- Key Places to Audit in Birdie

Use the Timeline view to see who and what changes have been made in your agency

Anjelica avatar
Written by Anjelica
Updated over a week ago

Please note: The following feature is available for all of Birdie’s packages. Depending on what package you have you may not see the timeline view in all stated places. If you want to learn more about any of the below features get in touch to talk to a member of our team!

Get a quick overview of what changes have been made in your agency and most importantly who has made them. The timeline view is an easy way to see what has been added or taken out of a visit card, you can also view any alerts that have been raised during a visit.

This is a helpful tool to see how many last-minute changes you may be doing for a visit schedule and also gives you visibility over your team's actions on the app and the Agency Hub. 

There are several places where you can use the Timeline view:

  • Via the Visit planning page of an individual Care Recipient

  • Via the Roster page within the View Visits detail button

  • Via the Inbox tab for in-progress and resolved alerts

  • Via the Inbox tab for Actions (only visible for those utilising this feature)

  • Via the Log tab when selecting a visit

  • Via the Time off tab for an individual Carer

What can I see on the Timeline view?

Once you have selected a visit, alert or absence period click on the Timeline tab. Here you can see information such as:

  • Who created the visit schedule

  • Who added tasks and medications to the visit

  • Who made any changes

  • Who declined/approved team leave

  • Date and timestamps

This information is not editable, it is to provide a real-time audit of who is making changes on your agency hub. You will also not see this information if the visit is unscheduled.

What does Birdie automation or Unknown user mean on the Timeline view?

You may see Birdie automation or Unknown user in the Timeline view, this is not an actual user such as an employee at Birdie or another care manager. This refers to the automated changes made by the system.

For example, if you set an end date for a medication, the medication will then be removed from the visit card when the end date occurs by the system (Birdie automation) so that there is no risk of it being accidentally administered.

If you see unknown user this happens because of the migration you have with Birdie, it will still be automated and not an actual person.

Some other reasons you may see this message are:

  • A Carer was made inactive

  • A Carer was declined from visiting a Care Recipient

  • A Carers availability changed

  • A Visit was cancelled

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