Difference between revisions of "Confirm Work Schedules"
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* '''Calendar Icon [[File:Icon_calendarblue.PNG]]''' - Click the calendar icon to view the [[Confirm_Work_Schedules#Client_Appointments_Calendar|Client Appointments Calendar]]. | * '''Calendar Icon [[File:Icon_calendarblue.PNG]]''' - Click the calendar icon to view the [[Confirm_Work_Schedules#Client_Appointments_Calendar|Client Appointments Calendar]]. | ||
* '''Roster Worker and Icon [[File:Icon_bluepeople.PNG]]''' - This will display the assigned work from the plan. To change the planned worker click on the icon, see [[Roster_Plans#Matching| Matching a worker]]. | * '''Roster Worker and Icon [[File:Icon_bluepeople.PNG]]''' - This will display the assigned work from the plan. To change the planned worker click on the icon, see [[Roster_Plans#Matching| Matching a worker]]. | ||
| + | * '''Rate Selection (requires [[Modules|Invoicing Module]]''' - The rate set by the plan line which will be charged to the invoice. | ||
| + | * '''Day of Week''' - Displays which day the job is on, set by the due date. | ||
| + | * '''Due Date''' - The date the job is to be started on, if you change this date it will displayed in red as well as the Day of Week. | ||
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Revision as of 09:25, 29 August 2018
Confirming work schedules is an important step to the rostering process. The system will go through all the relevant plans to see which work is required for a set time period. It will also check each schedule for errors overbookings, holidays etc. This facility will display the proposed work so that errors can be rectified for this occasion and for the job cards to be created on the system. If you are using the Call Round App this will pass the jobs to the app once confirmed.
Contents
Step 1 - Creating unconfirmed schedules
The first step is to specify the parameters for the scheduling work to be confirmed:
- Start date - This earliest date to schedule work for, based on the start time of the plan lines.
- End date - The latest date to include, based on the start time of the plan lines.
- Bank holidays are working days? - This specifies if Bank Holiday Dates are used to schedule work.
- Project - This allows you to select which projects you wish to schedule jobs for.
- For one client or all? - Once a project(s) has been selected you can choose to look at all clients or one specific client.
- For one roster worker or all? - Once a project(s) has been selected you can choose to look at all workers or one specific worker.
- Check for roster worker overbookings - This is defaulted to 'Yes' which will display the errors on Step 2.
- Only show jobs with warnings - If you chose 'Yes' then all jobs without errors will selected as to be confirmed and hidden from view, only displaying errors on Step 2. The work confirmed and scheduled when selecting the 'Update & Create Confirmed Jobs' on Step 2.
Click on the 'Create Unconfirmed Schedules' to continue to Step 2.
Step 2
On step 2 you will be displayed a list of jobs from all plans based on the search criteria on step 1. These are now temporary job cards that can be edited and saved without ticking the 'Confirm' column, by clicking the 'Update and Create Confirmed Jobs'. You are able to confirm a selection of jobs leaving some un-confirmed. When you re-run 'Confirm Work Schedules' only the unconfirmed will be displayed. If you make mistakes and wish to start again you can run the Delete Unconfirmed Work Schedules tool on step one, this will only affect unconfirmed' work.
At the top of the page you will find the list options box.
You can chose to display the results by:
- Date of work - Displays by date and time, earliest job first.
- By Client - Arranges the jobs by client then by date and time.
- By Roster Worker - Arranges by worker and then by date and time.
Click list again to re-order the list of proposed jobs.
You can also choose to mark all jobs without errors as confirmed and remove them from the results displayed, when you click the update button they will be confirmed.
The list of results will have several columns so that further management of the proposed jobs can be carried out.
- Error Icon - If there is a problem with the proposed job you will be displayed an error icon
,
. By pointing to the triangle you will be displayed a reason for the error:
File:RW confirmwarningmessage.PNG
For further details please see Errors
- Client Name - Click the name to leave the page and go to the client record.
- Calendar Icon
- Click the calendar icon to view the Client Appointments Calendar. - Roster Worker and Icon
- This will display the assigned work from the plan. To change the planned worker click on the icon, see Matching a worker. - Rate Selection (requires Invoicing Module - The rate set by the plan line which will be charged to the invoice.
- Day of Week - Displays which day the job is on, set by the due date.
- Due Date - The date the job is to be started on, if you change this date it will displayed in red as well as the Day of Week.
Errors
When it comes to errors there are both permanent errors that will appear every time the Confirm Roster Work is Run and temporary, which will appear only for a specific time period.
Permanent Errors Permanent errors will occur when more than one plan clashes, a worker has been booked outside their working times or above their maximum hours. Before continuing it is recommended that you amend the Roster Plans for the affected service users. If these errors are rectified on the confirmation page they will still appear next time the confirm facility is run.
Temporary Errors Temporary errors would include holidays, sickness and booking of one of jobs when the worker is not available. Temporary issues would be sorted by editing the suggested work schedules as these are one off issues.
Errors are displayed with a highlighted back ground with a warning or stop icon. Pointing to the icon will display the reason for the error so you can decide if you need to change a plan or change the details of the proposed job(s).
Client Appointments Calendar
Delete Unconfirmed Work Schedules
