Difference between revisions of "Roster Plans"
From Charitylog Manual
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At the top of the Roster Worker Plans page you will find the search section: | At the top of the Roster Worker Plans page you will find the search section: | ||
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Revision as of 15:03, 16 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.
At the top of the Roster Worker Plans page you will find the search section:
