This page guides you through the creation and maintenance of Client Service Schedule records.
These are related topics of the page
Additional informationInformation
Introduction
The Service Schedule record is related with the provision of direct services. The schedule record lists the type, date, location and funding considerations of the service being delivered, the client who is receipting the service and support worker whom is delivering the service, associated tasks and the service cost inclusive of expenses.
The Service Schedule record can be created either
through the client>Service Schedule sub-menu
Direct off the Client record through the Service Schedule tile located within the left vertical menu.
Creating a copy of an existing Service Schedule profile.
From the client panel within the schedule board, by selecting the
service template icon.From the shift panel on the Schedule Board.
Additional Information
For additional information on creating and managing service schedules refer to the following topics:
Accessing the Service Schedule
The service Schedule record can be accessed from the following locations within the Brevity application:
Service Schedule menu
The Service Schedule record can be accessed from the Client>Service Schedule sub-menu
Service Schedule tile
The Service Schedule record can be accessed from the Service Schedule tile located within the left vertical menu of the client record.
Client Services function via the Schedule Board
The Service Schedule record can be accessed from the client panel within the schedule board by selecting the icon.
Add Shift function via the Schedule Board
The Service Schedule record can be accessed from within the schedule board by selecting the shift panel. Service Schedule can be created through the schedule board by selecting the icon.
Navigating the Service Schedule List page
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The following is an outline of the fields and objects that comprise the Service Schedule list page
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Navigating the Service Schedule page
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The following is an outline of the fields and objects that comprise the Service Schedule page when the record is initially created.
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Schedule Alerts
The service schedule is configured with a label at the top of the page that will list client related risk notifications or service scheduling issues.
Risk notifications are notes raised against the client as a narration within the Risk Notification field and can outline such considerations as how client interactions are to be managed, issues regarding behaviours, property access or service delivery, likes and dislikes or preferences.
Scheduling issues can be particular with either , scheduling conflicts (support worker already allocated to another service, not suitable for the client, leave or unavailability), support worker suitability (not compliant or lacks the relevant qualifications required for service delivery) or funding is not available for the service or the the service is outside the service agreement period.
Creating a Service Schedule
Under this topic we will outline the three approaches that can be taken to create a service schedule record and they 1️⃣ through the Service Schedule sub-menu 2️⃣ through the Service Schedule tile retained on the client record and 3️⃣ through the client panel of the schedule board.
Service Schedule menu
To create a service schedule record observe the following steps:
Select the Client>Service Schedule sub-menu to open the Service Schedule List page.
Select the
New button to open the page New Service Schedule record page.
From the Type field either accept the default of Individual or click in the field and select Group from the drop down list. Selecting Group will hide the client field and make visible the name field.
For this instruction we will register an individual service record.Within the Client field position your cursor and either input in free text the client name or make your selection from the drop down list.
Within the Client Funding field position your cursor and either input in free text the particulars of the funding record or make your selection from the drop down list.
✴Upon selection of the funding record the Pricelist field will be updated with the pricelist registered against the selected funding record.Within the Service Type field position your cursor and either input in free text the particulars of the service type or make your selection from the drop down list.
Service types listed reflect those covered under the selected funding record
Within the Activity field input a brief narration of the service that will be delivered to the participant.
Input is data optionalThe narration entered will replace the service description this is by default reflected on the shift panel within the schedule board and through the Brevity Care mobile application.
Within the Additional Roster Comments field input a brief narration of any additional information that needs to be communicated onto the scheduled service.
Input is data optionalWithin the A/H field select from the drop down list how any after hours time occurring during the scheduled service will be calculated.
Within the Billable field identify whether the client will not be billed for the related services. The default assumed is that services will be billed, set the field to ‘no’ to indicate the service as non-billable.
Update the Override values.
The following inputs and changes are data optionalSetting the Override Availability field value to ‘Yes’ will override any parameters that influence a support workers availability for service assignment.Setting the Override Qualifications field value to ‘Yes’ will override the qualification requirements assigned to the service type.Override Qualifications Reason: This field is used to specify a narration as to why the qualification requirement.Within the start date field position your cursor and either input in free text the services scheduled start date or make your selection from the date picker.
Within the Start time field position your cursor and either input in free text the services scheduled start time or make your selection from the time picker.
Please note that Brevity defaults the value listed within this field to the current system time.
Within the End date field position your cursor and either input in free text the service schedule end date or make your selection from the date picker,
as shown @ step 12.👽PLEASE ENSURE date specified i no greater than 3 days.Within the End time field position your cursor and either input in free text the service schedule end time or make your selection from the time picker,
as shown @ step 13.Please note that Brevity defaults the value listed within this field to the current system time.Update hours panel observe the following optional edits.
✴Within the Admin Hours field input the approved allocation of admin time assigned into the shift, the value specified will not be reflected on the service invoice nor influence the calculated service cost
✴Within the service Hours field input the allocation of time for the delivery of the core services within the shift, the value specified will not be reflected on the service invoice nor influence the calculated service cost
✴Within the Break Hours field input the approved allocation of break time assigned into the shift, the value specified will not be reflected on the service invoice BUT it will influence the calculated service cost (Total Hours - Break Hours) * Rate = Calculated CostUnder the Travel and Transport panel observe the following optional edits:
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Where the Address for Service is different to the Client Address you will need to specify the address at where the support worker will be clocking on and off at within the Shift Address and Address End fields.
✴Update the Charge Travel to Client field to indicate whether travel will be charged to the participant and if so how that travel will be charged either invoiced separately or added into the service hours.Selecting NO will hide the fields : Travel Hours, Travel Distance, Travel Distance Rate, Total Travel Km and Travel Time Rate.✴
Update the Pay Travel Mileage field to ‘yes’ if travel mileage is to be paid in relation to the service.
✴Update the Pay Travel Time field to ‘yes’ if travel time is to be paid in relation to the service.
✴Within the Charge Travel to Client field update the default and select ýes' if the client is to be charged. Select the preferred approach either adding travel time to the service hours pr invoicing separately. Selecting yes allows you to optionally specify calculation parameters.
✴Within the Transport Distance and Transport Distance Rate fields you can specify parameters that regulate the distance that the support worker travels during the scheduled service.Select the SAVE button to create the Service Schedule record. You will observe the service schedule screen will readjust itself, the service cost will have been calculated, the roster tab is now visible which allows for assignment of a support worker and the assignment of any additional tasks against the service.
To assign a support worker to the schedule service scroll down to the employee datagrid within the Roster tab.
Click the
Select Employee icon to open the Select Staff page.Define the search attributes to identify the support workers available and select the Search Button.
You should ensure that you always make best efforts to allocated assigned workers to the service.
From the support workers listed highlight the one that will be assigned to the schedule service and click the SELECT button to update the Employee datagrid with the selected support worker.
Now prior to exiting the service schedule page please observe any scheduling alerts that will are listed at the top of the page. ANd example of an alert is shown below, as well how it is reflected on the Schedule Board.
Select the SAVE button to update the schedule.
Select the CLOSE button to exit the page and return the Service Schedule List page.
Service Schedule Tile
To create a Service Schedule record via the Service Schedule tile within the left-sided vertical menu located on the client record observe the following steps:
Select the Clients>Clients sub-menu to open the Client List page into the browser.
Search for the Client record from within the Client list.
Highlight the Client record to be edited and either click on the edit button or double click on the Client record to open it within the Client page.
Click the Service Schedule tile located within the left vertical menu to open a listing of the clients Service Schedule records.
Select the
New button within the ribbon bar to open a New Service Schedule record page. Observe steps 2- 23 as listed under Establishing a Service Schedule via the Service Schedule menu to establish the service schedule profile.
Schedule Board
To create a Service Schedule record through the Schedule Board observe the following steps:
Select the Schedule Board icon to open the schedule board page.
Input the name of the client into the filter field to return a list of matching records.
Select the Client Service icon to open a page that lists the clients service schedules. Select the
New button to open a New Service Schedule record page. Observe steps 2- 23 as listed under Establishing a Service Schedule via the Service Schedule menu to establish the service schedule profile.
Editing a Service Schedule
Under this topic we will outline the three approaches that can be taken to edit a service schedule record and they are 1️⃣ through the Service Schedule sub-menu 2️⃣ through the Service Schedule tile retained on the client record and 3️⃣ through the client panel of the schedule board.
Service Schedule menu
To edit the Service Schedule record observe the following steps:
Select the Client>Service Schedule sub-menu to open the Service Schedule List page.
Search for the Client name associated with the Service Schedule record from within the Service Schedule List page.
You can utilise the dates to and from fields to narrow your service schedule search. Dates can be specified as a free text input or selected from the date picker.
Highlight the service record to be edited and either click on the edit button or double click on the service schedule record to open it within the Service Schedule page.
Edits on the Service Schedule record are limited to the following:
Bulk Cancellation of Service Schedules please refer to the topic Cancellation of Service Schedules
Change time of Service delivery please refer to the topic Change time of Service Schedules
Change date of Service delivery please refer to the topic Change date of Service Schedules
Change Service Type please refer to the topic Update to Service Type.
Change Support Worker please refer to the topic Update to Support Worker.
Updating a Service Schedule with the particulars of another please refer to the topic Apply Service Template.
Scheduling new services refer to the topic Clone a Service.
Assignment of Expenses refer to the topic Expense assignment
Assignment of tasks refer to the topic Task assignmentEdits to a Service Schedule applied to the the following items
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Activity
✴Additional Roster Comments
✴A/H Calculation
✴Billable
✴Override Availability
✴Override Qualifications
✴Override Qualifications Reason
✴Start Date
✴Start Time
✴End Date
✴End Time
✴Admin Hours
✴Service Hours
✴Break Hours
✴Shift Address
✴End Shift Address
✴Charge Travel to Client
✴Travel Hours
✴Travel Distance
✴Travel Distance Rate
✴Transport Distance
✴Transport Distance Rate
✴Travel Time Rate
✴Roster Status
Service Schedule Tile
To edit a Service Schedule record via the Service Schedule tile within the left-sided vertical menu located on the client record observe the following steps:
Select the Clients>Clients sub-menu to open the Client List page into the browser.
Search for the Client record from within the Client list.
Highlight the Client record to be edited and either click on the edit button or double click on the Client record to open it within the Client page.
Click the Service Schedule tile located within the left vertical menu to open a listing of the clients Service Schedule records.
Search for the Client name associated with the Service Schedule record from within the Service Schedule List page.
You can utilise the dates to and from fields to narrow your service schedule search. Dates can be specified as a free text input or selected from the date picker.
Highlight the service record to be edited and either click on the edit button or double click on the service schedule record to open it within the Service Schedule page.
Refer to the topic above Client Service Schedule record for updating the Service Schedule record.
Schedule Board
To update a Service Schedule record through the Schedule Board observe the following steps:
Select the Schedule Board icon to open the schedule board page.
Input the name of the client into the filter field to return a list of matching records.
Select the Client Service icon to open a page that lists the clients service schedules.
You can utilise the dates to and from fields to narrow your service schedule search. Dates can be specified as a free text input or selected from the date picker.Highlight the service record to be edited and either click on the edit button or double click on the service schedule record to open it within the Service Schedule page.
Refer to the topic above Client Service Schedule record for updating the Service Schedule record.
Cloning a Service Schedule
Under this topic we will outline the three approaches that can be taken to cloning (copying) a service schedule record and they 1️⃣ through the Service Schedule sub-menu 2️⃣ through the Service Schedule tile retained on the client record and 3️⃣ either through the client panel or the service panel of the schedule board.
Service Schedule menu
To clone an Service Schedule record observe the following steps:
Select the Client>Service Schedule sub-menu to open the Service Schedule List page.
Search for the Client name associated with the Service Schedule record from within the Service Schedule List page.
You can utilise the dates to and from fields to narrow your service schedule search. Dates can be specified as a free text input or selected from the date picker.Highlight the service record that will be cloned and either click on the edit button or double click on the service schedule record to open it within the Service Schedule page.
Select the schedule Another button located within the ribbon bar to open the Clone Service page.
On the Clone Service page undertake the following edits
Within the Start Date field set the commencement date of scheduling the service. The date can either be specified as a free text input or set from the date picker.
Within the End Date field set the cessation date of scheduling the service. The date can either be specified as a free text input or set from the date picker, as shown aboveWithin the Interval field position you cursor, select the applicable frequency value from the drop down list. You are to observe that “Daily” is the default and will thus restrict you from altering the scheduled service days. To alter the days that the service will be scheduled on select one of the interval values other than “Daily”.
Where the interval values is not “Daily” deselect the days on which the service will not be delivered within the schedule range specified within the Start and End Date fields.
Select the submit button to register the scheduled services
Service Schedule Tile
To clone an Service Schedule via the Service Schedule tile within the left-sided vertical menu located on the client record observe the following steps:
To access the service schedule through the Service Schedule tile within the client record observe the steps as outlined in the the topic editing a Client Service via the Service Schedule Tile.
To clone the schedule refer to steps 4 - 6 as listed in the topic Creating clone through the Service Schedule menu.
Schedule Board
To clone a Service Schedule record through the Schedule Board you can adopt 1 of two approaches which is either through the client panel or the service panel. For both these approaches observe the following steps:
Select the Schedule Board icon to open the schedule board page.
Input the name of the client into the filter field to return a list of matching records.
Select EITHER the
service template icon and observe steps 3 - 4 as outlined under the topic accessing the Client Service Schedule through the schedule board or scroll through to the required day within the schedule board and double click on the client schedule that is to be cloned.
Select the schedule Another button located within the ribbon bar to open the Clone Service page.
to apply edits to the clone page observe steps 5 - 6 as outlined under the topic accessing the client Service Schedule through the Service Schedule menu
Registering an Expense to the Service Schedule
Under this topic we will outline the three approaches that can be taken to registering an expense against a service schedule record and they are 1️⃣ through the Service Schedule sub-menu 2️⃣ through the Service Schedule tile retained on the client record and 3️⃣ either through the client panel or the service panel of the schedule board.
Service Schedule menu
Expenses can be assigned to the service schedule record either whilst the record is being created or as an update. Observe the following steps as we will apply the expense as an update to the service schedule:
Refer steps 1 - 3 as outlined under the topic Editing a Service Schedule.
Scroll to the Expense tab at the bottom of the Service Schedule page.
Click the
Add new line item icon to open the Add Expense page.Within the Funding Source field position your cursor and either input in free text the particulars of the funding source or make your selection from the drop down list.
Please ensure that the selected funding value matched with what has been specified in the client funding source field.
Within the Service Type field position your cursor and either input in free text the particulars of the service type or make your selection from the drop down list.
Selecting the Service type will update the Description field with a description of the service.The service types listed within this field are determined by the type field value having been set to expense on the service type record.
Within the Qty field input item quantity or number of hours associated with the service type
Within the Rate field input the rate associated with the service type.
From the client field, select the client that expense is applicable to.
Where the scheduled service is associated with an individual participant only one client will be listed, however where the scheduled service is applicable with a group then multiple participants wil be listed that can be selected.
Select the Add Expense button to update the Expense data grid with the particulars of the record.
Service Schedule Tile
To assign an expense to the Service Schedule via the Service Schedule tile within the left-sided vertical menu located on the client record observe the following steps:
To access the service schedule through the Service Schedule tile within the client record observe the steps as outlined in the the topic editing a Client Service via the Service Schedule Tile.
To assign an expense to the schedule refer to steps 2 - 9 as listed in the topic Add a Service Schedule Expense via the Service Schedule menu.
Schedule Board
To assign an expense to the Service Schedule record through the Schedule Board you can adopt 1 of two approaches which is either through the client panel or the service panel. For both these approaches observe the following steps:
Select the Schedule Board icon to open the schedule board page.
Input the name of the client into the filter field to return a list of matching records.
Select EITHER the
service template icon and observe steps 3 - 4 as outlined under the topic accessing the Client Service Schedule through the schedule board or scroll through to the required day within the schedule board and double click on the client schedule that is to be assigned the expense.
With the Service Schedule page open scroll down to the bottom and click the
Add new line item icon to open the Add Expense pageTo assign an expense to the schedule refer to steps 4 - 9 as listed in the topic Add a Service Schedule Expense via the Service Schedule menu.
Removing an Expense from the Service Schedule
To remove an expense line from the service schedule, scroll to the bottom of the service schedule page and select the Delete Record icon opposite the expense line listed within the datagrid.
Bulk Cancellation of the Service Schedule
Under this topic we will outline the three approaches that can be taken with the cancellation of service schedule record and they are 1️⃣ through the Service Schedule sub-menu and 2️⃣ either through the client panel or the cancel service schedule function on the schedule board. 👽 It is to be observed that you can only cancel service schedules that are either scheduled, pending, available or awaiting confirmation.
Service Schedule menu
To cancel an individual or multiple of client Service Schedule records observe the following steps:
Select the Client>Service Schedule sub-menu to open the Service Schedule List page.
Search for the Client name associated with the Service Schedule records from within the Service Schedule List page that will be subject to cancellation.
You can utilise the dates to and from fields to narrow your service schedule search. Dates can be specified as a free text input or selected from the date picker.Highlight the service record that will be cancelled. To select multiple service schedules for cancellation hold down the CTRL button on the and select the Service Schedule records listed within the data grid.
Select the Bulk Cancel Another button located within the ribbon bar to open a pop up screen.
Select the OK button to confirm cancellation of the selected schedule records.
This will remove them from the current grid view. To inquire on the cancelled services select the cancelled from the drop down list to refresh the Service Schedule list.
The cancelled service will be reflected within the Schedule Board as follows:
Schedule Board
To cancel an individual or multiple of client Service Schedule records through the Schedule Board you can adopt 1 of two approaches which is either through the client panel or utilising the cancel service schedule function . For both these approaches observe the following steps:
Select the Schedule Board icon to open the schedule board page.
Input the name of the client into the filter field to return a list of matching records.
Select EITHER the
service template icon and observe steps 3 - 5 as outlined under the topic Bulk Cancellation of Client Service Schedule through the Service Schedule Menu or scroll through to the required day within the schedule board highlight the client schedule(s) to be cancelled and select the Cancel Selected Shift icon (located at the lower right of the schedule board).
Refer to the topic Utilising a Policy for Shift Cancellation for additional information on the cancellation of shifts using a cancellation policy.
Change time of Service delivery
Under this topic we will outline the three approaches that can be taken with the adjustment of the start and end times on a service schedule record and they are 1️⃣ through the Service Schedule sub-menu and 2️⃣ either through the client panel or the Change shift time function on the schedule board. 👽 It is to be observed that you can only adjust the start and ends times on service schedules that are either scheduled, pending, available or awaiting confirmation.
Service Schedule menu
To change the time associated with either an individual or multiple of client Service Schedule records observe the following steps:
Select the Client>Service Schedule sub-menu to open the Service Schedule List page.
Search for the Client name associated with the Service Schedule record from within the Service Schedule List page that will be subject to a change of service time.
You can utilise the dates to and from fields to narrow your service schedule search. Dates can be specified as a free text input or selected from the date picker.Highlight the service record that will be reassigned either an adjusted start or end date . To select multiple service schedules hold down the CTRL button on the and select the Service Schedule records listed within the data grid.
Select the Change Time button located within the ribbon bar to open the Select new Start and End times page.
Please note that if you select multiple service schedules that have different service start/end times you will alerted with the following message. Select OK to close the pop up screen and reselect the required services. If you proceed any changes made will be applied to the selected services irregardless of the service start/end times.Apply the your edits to the start and end dates within the Select new Start and End times page by over-typing the times that are listed.
Note that the start and end times listed are based upon the start and end times listed within the service schedule.Select the save button
You will be presented with a pop up screen, select the OK button to confirm the changes to the service times.
Please note that adjusting the time of client’s service schedule can result in service clashes, which will be presented in the Schedule Board as shown as follows
Schedule Board
To adjust the time of a Service Schedule record through the Schedule Board you can adopt 1 of two approaches which is either through the client panel or utilising the change shift time function . For both these approaches observe the following steps:
Select the Schedule Board icon to open the schedule board page.
Input the name of the client into the filter field to return a list of matching records.
Select EITHER the
service template icon and observe steps 3 - 6 as outlined under the topic Change time of Service delivery via Service Schedule menu or scroll through to the required day within the schedule board highlight the client schedule(s) to be amended and select the Change Shift Start or End time icon (located at the lower right of the schedule board)to open the Select new Start and End times page and observe the steps already outlined for adjusting the scheduled start and end times.
Change date of Service delivery
Under this topic we will outline the three approaches that can be taken with the adjustment of the service schedule delivery date and they are 1️⃣ through the Service Schedule sub-menu and 2️⃣ either through the client panel or the Change Day function on the schedule board. 👽 It is to be observed that you can only adjust the date on service schedules that are either scheduled, pending, available or awaiting confirmation.
Service Schedule menu
To change the day associated with either an individual or multiple of client Service Schedule records observe the following steps:
Select the Client>Service Schedule sub-menu to open the Service Schedule List page.
Search for the Client name associated with the Service Schedule record from within the Service Schedule List page that will be subject to a service date update.
You can utilise the dates to and from fields to narrow your service schedule search. Dates can be specified as a free text input or selected from the date picker.Highlight the service record that will be assigned a new service date. To select multiple service schedules hold down the CTRL button on the and select the Service Schedule records listed within the data grid.
Select the Change Day button located within the ribbon bar to open the Select Date page.
Within the Select Days page click into the drop down list and select the number of days that client service will be moved by.
Service schedules can be moved back by maximum of 14 days, to move the service back utilise the days values preceded with a -Service schedules can be moved forward by maximum of 14 days, to move the service forward utilise the days values preceded with a +
Select the Save buttonYou will be presented with a pop up screen, select the OK button to confirm the change to the service date.
Please note that adjusting the date of client’s service schedule can result in service clashes, which will be presented in the Schedule Board as shown as follows
Schedule Board
To adjust the date of a Service Schedule record through the Schedule Board you can adopt 1 of two approaches which is either through the client panel or utilising the Change Day function . For both these approaches observe the following steps:
Select the Schedule Board icon to open the schedule board page.
Input the name of the client into the filter field to return a list of matching records.
Select EITHER the
service template icon and observe steps 3 - 6 as outlined under the topic Changing service date via the Service Schedule menu or scroll through to the required day within the schedule board highlight the client schedule(s) to be amended and select the Change Day icon (located at the lower right of the schedule board)to open the Select Days page and observe the steps already outlined for adjusting the date of clients scheduled service.
Change Support Worker
Under this topic we will outline the four approaches that can be taken with changing the support worker assigned to the Scheduled Service and they are 1️⃣ through the Service Schedule sub-menu 2️⃣ either through the client panel or the Switch Worker function on the schedule board or 3️⃣ deleting the rostered staff record from the employee data grid on the service schedule. 👽 It is to be observed that you can only adjust a support worker on service schedules that are either scheduled, pending, available or awaiting confirmation.
You are to observe that this function also allows for the REMOVAL of support workers from either an individual or multiple of client Service Schedule records. Details are provided below on how that activity is undertaken.
Service Schedule menu
To change the support worker associated with either an individual or multiple of client Service Schedule records observe the following steps:
Select the Client>Service Schedule sub-menu to open the Service Schedule List page.
Search for the Client name associated with the Service Schedule records from within the Service Schedule List page that will be subject to update of the support worker.
You can utilise the dates to and from fields to narrow your service schedule search. Dates can be specified as a free text input or selected from the date picker.Highlight the service record that will be assigned a new service date. To select multiple service schedules hold down the CTRL button on the and select the Service Schedule records listed within the data grid.
Select the Switch Worker button located within the ribbon bar to open the Select Employee to Assign Shifts to page.
Within the Select Employee to Assign Shifts to page you can either select and reassign the service to another support worker or remove the support worker from the service and leave it unassigned.
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AssignmentTo either assign (if the service does not have a support worker rostered) or reassign a different support worker(1) Within the Staff field, position the cursor and select the required value from the drop down list, the value selected will influence the staffing names listed within the data grid.
(2) Within the availablity field, position the cursor and select the required value from the drop down list, the value selected will influence the staffing names listed within the data grid.
(3) Within the search field, specify either the partial or full name of the support, the value selected will influence the staffing names listed within the data grid.
(4) From the staffing names listed, within the datagrid select the record that will be rostered to one or more client services.Proceed to Step 6
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Remove a Support WorkerTo remove a rostered support worker from the clients service select the Remove Employees button to be presented with a pop up alert.
Select OK to confirm the removal of the support worker and to exit the Select Employee to Assign Shifts to page.
To complete the assignment of a support worker click the SELECT button to update the rostering information on the clients service schedule and exit from the Select Employee to Assign Shifts to page.
Deleting Employee from Service Schedule
A rostered staff member can be removed directly from the clients service schedule record.
To undertake this activity search for the service schedule within the Service Schedule List and either select the EDIT button or double click on the selected record to open the service schedule page. Scroll the page down to the Rostering tab and within the Employee data grid select the Delete Record icon. To confirm the removal of the record, select the OK button.
Schedule Board
To adjust the support worker that has been rostered to the Service Schedule record through the Schedule Board you can adopt 1 of two approaches which is either through the client panel or utilising the Switch Worker function . For both these approaches observe the following steps:
Select the Schedule Board icon to open the schedule board page.
Input the name of the client into the filter field to return a list of matching records.
Select EITHER the
service template icon and observe steps 3 - 6 as outlined under the topic Switch Staff member through the Service Schedule menu or scroll through to the required day within the schedule board highlight the client schedule(s) to be amended and select the Switch Worker icon (located at the lower right of the schedule board)to open the Select Staff page, Steps for interacting with this page are outlined below.
Updating the rostering information on the clients service schedule is undertaken through the Select Staff page. This page provides you with a number of different parameters that assists you to to filter and search for support workers that are either most suitably qualified or have availability for allocation to the service.
Once the parameters have been specified, click the SEARCH Button to return a listing of matching support worker records. Review any periods of scheduling, highlight the required record from the data grid and click the SELECT button to update the clients service schedule.
The following is a brief summary of the search attribute fields within the Select Staff page. Either inputting a keyed value or selecting a coded value will influence the staffing names listed within the scheduling data grid upon select of the SEARCH button.
The scheduling data grid list your support workers periods of unavailability, these periods are denoted in blue, selecting the period provides a pop up that lists a summary of the particulars of the service delivery (service name and service time).
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Change Service Type
Under this topic we will outline the approach that can be taken with changing the service type on the clients service schedule. This activity can only be undertaken through the client panel on the schedule board. 👽 It is to be observed that you can only adjust the service types on schedules that are either scheduled, pending, available or awaiting confirmation. To update a Service Schedule record with a revised service type through the Schedule Board observe the following steps:
Select the Schedule Board icon to open the schedule board page.
Input the name of the client into the filter field to return a list of matching records.
Select the
Client Service icon to open a page that lists the clients service schedules. You can utilise the dates to and from fields to narrow your service schedule search. Dates can be specified as a free text input or selected from the date picker.Highlight the service record(s) to be updated.
Select the Change Service Type button to open the Select a New Service Type for selected Shifts page.
Within the Service type field position our cursor in the drop down list and select the required service type value that the clients service will be updated with.
It is important to observe that where the client has multiple published funding records, the service types associated with those funding records will be listed.
Select the change button.
Select OK to confirm the change
Using a Service Template
Under this topic we will outline the approach that can be taken to updating a service schedule with the attributes migrated from another service schedule associated with the clients. This activity can only be undertaken through the client panel on the schedule board. 👽 It is to be observed that you can only adjust the service types on schedules that are either scheduled, pending, available or awaiting confirmation. To update a Service Schedule record with revised attributes through the Schedule Board observe the following steps:
Select the Schedule Board icon to open the schedule board page.
Input the name of the client into the filter field to return a list of matching records.
Select the
Client Service icon to open a page that lists the clients service schedules. You can utilise the dates to and from fields to narrow your service schedule search. Dates can be specified as a free text input or selected from the date picker.Highlight the service record(s) to be updated.
Select the Apply Service Template button to open the Apply Service Template page.
Within the Apply Service Template page, select the items of information that you want to copy.
It is important to observe that where the client has multiple published funding records, the service types associated with those funding records will be listed.
Highlight the Service records that will be used as the template.
Select the Apply button.
Select the OK button to confirm the update of the selected service schedules.
Assignment of tasks refer to the topic Task assignment
To assign tasks to the service schedule observe the following steps:
Select the Client>Service Schedule sub-menu to open the Service Schedule List page.
Search for the Client name associated with the Service Schedule record from within the Service Schedule List page that will be subject to the assignment of tasks.
You can utilise the dates to and from fields to narrow your service schedule search. Dates can be specified as a free text input or selected from the date picker.Highlight the service record that will be updated with tasking record and EITHER click on the edit button or double click on the service schedule record to open it within the Service Schedule page.
Scroll down to the Task data grid, and select the
Add New Record to open the New Service Schedule Task record page.
Within the Task field input a brief description of the task. This detail will be available to support worker through the client service
Select the SAVE button.
Select the CLOSE button to exit from the page.
Remove a Task from the Service Schedule
To remove a task from the service schedule observe the following steps:
Refer to steps 1 - 3 under the topic Assignment of Tasks on Service Schedule.
Select the
Delete icon to remove the task record from the service.
Adjust the Activity Status of a Service Schedule Record
Under this topic we will outline the deactivation of the Service Schedule record through the Service Schedule sub-menu. To Adjust the activity status of a service schedule record observe the following steps:
Select the Client>Service Schedule sub-menu to open the Service Schedule List page.
Search for the Client name associated with the Service Schedule record from within the Service Schedule List page that will be have its activity status updated.
You can utilise the dates to and from fields to narrow your service schedule search. Dates can be specified as a free text input or selected from the date picker.Highlight the service record that will be updated with tasking record and EITHER click on the edit button or double click on the service schedule record to open it within the Service Schedule page.
To deactivate the Service Schedule record select the Deactivate button.
To activate the Service Schedule record select the Activate button.
Once done, select the CLOSE button to exit the form
Deleting a Service Schedule Record
Although not recommended, and you are referred to the notes on record deactivation, to delete a Service Schedule record observe the following steps:
Select the Client>Service Schedule sub-menu to open the Service Schedule List page.
Search for the Client name associated with the Service Schedule record from within the Service Schedule List page that will be deleted.
You can utilise the dates to and from fields to narrow your service schedule search. Dates can be specified as a free text input or selected from the date picker.Highlight the service schedule record that is to be deleted.
Select the OK button in response to the delete record prompt.
