Adding Booking Types: Booking (To Internal Non-Care Booking)

Mohammed Jamal Updated by Mohammed Jamal

Booking Types are defined by the Care Provider and represents the individual type of booking which a Provider delivers. Once Booking Types have been created, to enable their use, they must be linked to a Provider and an Employment Contract in order to enable bookings to take place.

In this article we will show you how to add a Booking Type for a Booking (to internal non-care booking).

  1. Navigate to Settings > Care Provider Setup > Booking Types. The 'Booking Types' page is displayed.
  2. Select the Create new record button on the toolbar. The 'Booking Type: New' page is displayed:

  1. Enter a unique Name for the Booking Type you are creating.
  2. Select Booking (to internal non-care booking) for the Booking Type Class drop-down.
It is not possible to edit the Booking Type Class once the Booking Type record is saved. All other Rostering functionality are dependent on this setting and should be considered carefully.
  1. Unallocated Display Colour and Unallocated Display Colour Preview is defaulted to 'Red' and not editable. All unallocated bookings will appear on wallcharts as red.
  2. Allocated Display Colour and Allocated Display Colour Preview is defaulted to 'Green' and is editable. All allocated bookings will appear on the wallcharts as green unless the colour is edited. Select a colour for the Booking Type as desired.
  3. Optionally, enter a value for the Default Start Time, Default End Time and Duration (minutes) if you think this would be useful to have when a booking is added using the Add Booking button in the wallcharts. If these fields are populated, the start and end times are also populated in the Booking dialog.
Bookings added via the wallchart on specific days/dates and times do not use the default times but will consider the Duration. The fields remain editable but can provide efficiency if bookings have set durations or times. The correct combination of these fields is necessary to ensure the times are logical.
  1. Optionally, enter a Booking Type Short Code using two alphanumeric characters. This value is the name for the Booking Type when used on the Timesheet Mail Merges accessible from the list of Providers.
  2. Select the Working/Contracted Time using the drop-down provided. This value is used to calculate how much of a booking is counted within the maximum working hours and contracted hours for an Employee Contract. The options available are:

Working/Contract Time Options 

Functionality 

Count full booking length 

The full duration of the booking is included in the calculations. 

Cap Booking length 

The duration of any booking included in calculations is capped. When this value is set the Duration (minutes) field is enabled and mandatory. 

Don't include in "Working" hours 

Is not included in calculations. 

  1. The Staff - Non-Contract Time section has the following options:
    • When the Booking Type is in relation to an Absence, this field should be marked as Yes. An example of this would be a Booking Type called “Sickness”.
    • The Assume Staff Available setting is defaulted to No. When Check Staff Availability is set in the Validation section of the Scheduling Setup to validate the allocated Staff’s availability against a booking, this setting can be ignored for the Booking Type. For Booking Types that are for internal non-care bookings e.g. sickness, it is not necessary to have staff availability to add a booking.
    • If the Booking Type is to be used for Training purposes, the value here should be set to Yes.
    • With Open-Ended Absence Allowed field set to Yes implies there is an unknown element to the Absence of the Booking Type. An example of this would also be sickness where the Employee may be off for an indefinite amount of time.
    • The Is Booking Type Annual Leave? setting is defaulted to No. When set to Yes, bookings will be limited to only one Staff member being assigned to the booking, otherwise the number of Staff are not limited. This ensures the calculation for leave entitlement is correct.
    • The Person (Service User) Training is used to indicate a booking type where the service user is receiving training.
  2. The Restrictions section appears for all Booking Types. The Valid From and Valid To are optional fields that can be used to control if a Booking Type is no longer valid for use in a booking. It is possible populate either date, but they must be logical if populated.

When a Booking Type is not valid, a new booking cannot be created using the type. If an existing booking uses a now invalid Booking Type, the user is informed and advised to update the Booking Type assigned.

  1. Select the Save or Save and Close button on the toolbar.

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Adding Booking Types: Booking (To External Care Activity)

Adding Booking Types: Booking (Service User Non-Care Booking)

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