Difference between revisions of "Roster Plans"
From Charitylog Manual
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=Creating or editing a plan= | =Creating or editing a plan= | ||
| − | To create a support plan click on 'No' in the support plan done column, or to edit an existing plan click on 'Yes'. | + | To create a support plan click on 'No' in the support plan done column, or to edit an existing plan click on 'Yes'. Each line on a plan is the schedule for the Rostering module and determins what jobs are created and if using the Call Round App what jobs are sent to the app. |
[[File:SP_plan.PNG]] | [[File:SP_plan.PNG]] | ||
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* Easily assign a manager from the list of Roster workers on the system. | * Easily assign a manager from the list of Roster workers on the system. | ||
| − | To create a plan line (a service schedule) click on the plus icon [[File:Icon_plus.PNG]]. | + | To create a plan line (a service schedule) click on the plus icon [[File:Icon_plus.PNG]]. You will be presented with a new plan line to configure: |
| + | [[File:RW_newplanline.PNG]] | ||
| + | |||
| + | * '''Service''' - From the drop down select the service to be scheduled. | ||
| + | * '''Start Date''' - Enter the start date of this schedule. When confirming work this looks at the start and end dates of the plan line. If the schedule has not started a job will not be created. | ||
| + | * '''End Date''' - Enter the end date of this schedule. When confirming work this looks at the start and end dates of the plan line. If a schedule has ended then a job will not be created. | ||
| + | * '''Rate Selection''' - If you are using the [[Modules|Invoicing Module]] select the rate to be charged for the selected service. | ||
| + | * '''Interval''' - Select the relevant interval. | ||
| + | ** '''Weekly''' - This will schedule the service to run each week based on the selected day and time. | ||
| + | ** '''Daily''' - This will schedule the service to run each day on the selected time, this is Monday through to Sunday. | ||
| + | ** '''Fortnightly''' - This will schedule the service every two weeks for the day and time specified. | ||
| + | ** '''Once a Month''' | ||
| + | ** '''''' | ||
| + | ** '''''' | ||
| + | ** '''''' | ||
| + | ** '''''' | ||
---- | ---- | ||
[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
Revision as of 15:07, 23 August 2018
Roster Worker Plans are a key component to the rostering system. Plans are setup to specify the expected service a service user will have. This can range from one off visits, weekly visits or other scheduled visits. The plan will also specify the service being provided, charge rates (requires Invoice Module and the planned worker to provide the service. The plan is built up by multiple lines specifying different services, durations, frequency and worker. When a service being provided comes to an end the plan line is ended to prevent future visits.
Example: The client has a visit from Sarah every Monday at 10am and this is changing to Tuesday. The service on the Monday will cease (end) and a new plan line for Tuesday is created.
Contents
Searching for a Plan
At the top of the Roster Worker Plans page you will find the search section:
- Roster Worker/Staff/Manager - Filters based on a worker or manager.
- Own or All Users - This filters using the Manager field of the plan. When selecting own Clients only this will display the plans that you are a manager for.
- Project - Filters plans for the project selected.
- Client ID - Finds plans for a specific service user using the record ID.
- Client Forename or Surname - Searches using a service users forename or surname.
- Date to Start From - Searches from the specified date, based on the referral date.
- All, Assigned, Unassigned or Closed
- Assigned - A plan with at lest one activity (plan line) that has a worker assigned.
- Unassigned - A plan with at lest one activity (plan line) that has no worker assigned.
- Closed - A plan with all activities (plan lines) ended.
- List Order - The order the results will be displayed.
Click list again to update the results.
Detailed Search
- Diary Reference Number - This looks up a specific referral number.
- Roster Workers Schedule Reference Number - Enter the Support Plan ID to find that exact plan.
- Referral Date - Looks at a specific date for referrals.
- Client - Searches using a forename or surname.
- Client Postcode - Searches using a service user post code.
- Entered By - Searches by the user that created the plan.
- Description - Searches the referral text 'What was done'.
- Project - Looks at a specific project.
- Roster Workers Team - Searches plans for a specific worker.
- All, Assigned to Manager, Unassigned or Closed - Searches plans with or without a manager assigned.
- Order By - The display order of the results.
- Keep These Criteria? - Save the criteria for the next search, clears when you log out.
You will be display the results specified by the search criteria. Froom here you can look at the referral, service user record, assign team and/or a manager or create a plan.
Assigning a Manager
Click on the link under the Managed By column.
Creating or editing a plan
To create a support plan click on 'No' in the support plan done column, or to edit an existing plan click on 'Yes'. Each line on a plan is the schedule for the Rostering module and determins what jobs are created and if using the Call Round App what jobs are sent to the app.
At the top of the plan you:
- Assign a support team, this places the client in the team for allocation and reporting. This is a Deprecated Featureand is not required.
- Specify the number of hours per week, this is used for the Hours Used And Remaining report.
- Enter the Total Hours Agreed for the service, this is used for the Hours Used And Remaining report.
- Easily assign a manager from the list of Roster workers on the system.
To create a plan line (a service schedule) click on the plus icon 
. You will be presented with a new plan line to configure:
- Service - From the drop down select the service to be scheduled.
- Start Date - Enter the start date of this schedule. When confirming work this looks at the start and end dates of the plan line. If the schedule has not started a job will not be created.
- End Date - Enter the end date of this schedule. When confirming work this looks at the start and end dates of the plan line. If a schedule has ended then a job will not be created.
- Rate Selection - If you are using the Invoicing Module select the rate to be charged for the selected service.
- Interval - Select the relevant interval.
- Weekly - This will schedule the service to run each week based on the selected day and time.
- Daily - This will schedule the service to run each day on the selected time, this is Monday through to Sunday.
- Fortnightly - This will schedule the service every two weeks for the day and time specified.
- Once a Month
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