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Facility Staffing - Creating Schedule Request
Facility Staffing - Creating Schedule Request

How an agency user can create schedule requests on behalf of a Facility

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Written by Kate Lewis
Updated over 10 months ago

How to create a Schedule request on behalf of Facility?

Client Profile > Schedule, Scheduling > Schedule Calendar

Agency users can create a Schedule request and direct Schedule from Client’s schedule calendar and global Schedule Calendar. Creating a Schedule request will be sending the invites to selected Caregivers whereas, a direct Schedule will not. Each option can be used for respective needs.

Information required to create a schedule request is very similar to the create regular schedule form, except a couple of things. Recurrence pattern can be defined before creating the schedule, Number of Caregivers required info needs to be added and a minimum of that many Caregivers should be selected to send the request. Expenses and Breaks can also be added while creating a schedule.

Caregivers will show their interest on the Schedule requests sent out and then the Agency users or the Facility users can take necessary action.

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