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Introducing the Provider Schedule

Mohammed Jamal Updated by Mohammed Jamal

A Schedule is a template of bookings that occur regularly to deliver the care service for a Provider. Schedule bookings are not committed to a specific date, but instead are planned regular day bookings. It is possible to assign regular staff to Schedule bookings and execute an Express Booking process to commit a week of Schedule bookings into a Diary. The Diary contains bookings for a specific date and time and shows deviations of the schedule to be managed and resolved. 

Ribbon

The Ribbon at the top of the Schedule page has a ribbon with three tabs.

Home Tab

The Booking button allows you to create a booking. See the Adding a Schedule Booking article for more details.

The list of available scheduled enabled Providers are displayed in the dropdown based on your Security Profile and access levels. If there are more than twenty Providers available, you can search the list. It is also possible to set a default Provider by selecting the star icon. Each time the user logs into the screen, the Provider will be defaulted. To remove the default, deselect the star, or select another Provider to default to.

Filters Tab

The Filters allows you to add filtering for Staff, Booking Types, Allocated/Unallocated bookings, Booking Type Class, Frequency, Contract Type, and Contract Role.

View Tab

The View tab allows you to enable the Grid view as well as zoom in and out of the grid.

Selecting the Grid option will display as follows:

Selecting Close from the ribbon will return you back to the Grid view.

Grid

On selection of a Provider, the grid will display all bookings per day. Unallocated bookings are displayed in red and take precedence at the top of each day over allocated bookings. The display colour for an allocated booking depends on the Booking Type. Bookings that do not overlap are consolidated into a single row.

Context Menu

It is possible to select multiple bookings using the Context Menu by right-clicking on a booking in the grid, and selecting Turn Multi Select ON.

With this enabled, you can select bookings in the grid. By doing so additional options will become active in the menu. It is also possible to Select All bookings.

Selected bookings are displayed with a thicker border.

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