Express Booking Criteria

Mohammed Jamal Updated by Mohammed Jamal

The Express Book process looks at the scheduled bookings, i.e. bookings that have a regular pattern, in the Provider Schedule or People Schedule, and populates the shift information into the diaries of Rostered Employees. These bookings appear in:

  • Provider Diary
  • People Diary
  • Employee Diary.

You are required to create an Express Booking Criteria which is a scheduled job designed for creating bookings on diaries from the schedule.

To create an Express Book Criteria:

  1. Navigate to Rostering > Express Book. The 'Express Booking Criteria' page is displayed:
  2. Select the Create new record button on the toolbar. The 'Express Booking Criteria: New' page is displayed:
  1. Using the Lookup Regarding button, select a Lookup View from one of the following:
  • Person Contracts
  • Providers
  • System User Employment Contracts
  • Teams
  1. The Responsible Team will default to the team your user account is associated to. Change this as a required if your account has ability to do so.
  2. The following Status values display in the system – you will not be able to change these values manually.
  • Pending
  • Running
  • Succeeded
  1. Care Cloud will select the Express Booking Start Date and Express Booking End Date a full week in advance. These dates however can be brought forward or pushed back by changing the Express Booking Start Date by changing it manually or using the calendar icon to select the date.
  2. The Scheduled Job Start Date/Time field allows the system user to select a date and time for the express booking process to run. Once ran, the Scheduled Job End Date/Time field will automatically populate.

You may have something that looks like the following:

  1. Select the View Scheduled Bookings button. The 'Process Scheduled Bookings for Week Commencing' dialog is displayed:

This displays the bookings To Be Processed and details about the booking.

  1. Select the Close or Close and Save button to schedule the express booking.

A Results tab has appeared.

  1. Select the Back button on the toolbar. The 'Express Booking Criteria' page is displayed:

The Status will change to 'Running' when the express booking procedure being to process.

An email will be received by the user who carried out the express book process provided their work email is against their system user record.

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