Roster Plans
From Charitylog Manual
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.
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 -
- Roster Workers Schedule Reference Number -
- Referral Date -
- Client -
- Client Postcode -
- Entered By -
- Description -
- Project -
- Roster Workers Team -
- All, Assigned to Manager, Unassigned or Closed -
- Order By -
- Keep These Criteria? -
