Roster Plans

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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 - 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.

Creating or editing a plan

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