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For Rostering and Visit Scheduling
Templating & Runs
Templating & Runs
Learn how to use the template features and save time allocating visits
By Anjelica and 1 other
2 authors
8 articles
How to assign regular caregivers to visits
How to assign regular care professionals for alternating visits
How to apply a template to plan a weekly rota
How to auto-assign unallocated visits to a weekly rota
How to use the Find alternative carer feature
How to troubleshoot when templating your Rota
How to use the Runs feature
How to create and manage Runs in the Roster dashboard
How to template Runs using the Regular carer feature