Client schedules can vary throughout the shift. To allow for simple scheduling the roster can be split one or more times to allow for multiple activities with different pricing. To split a shift advanced edit mode must be used. The functionality will be explained through creating a new shift, although you can edit an existing shift in the exact same way. This article will outline:
- Create a new shift
- Split client roster
- Common issue with carer to client ratio and solution
Create a new shift
First create a new shift. Navigate to Scheduler and click where you want to create a new shift. There are multiple fields you can edit when creating a shift, the help desk article, Scheduler - edit shift will assist you further. To split client roster, advanced edit mode is essential, after you create a shift click advanced edit button.
Your view should now be the full screen shift details page, notice the section labelled Client.
Add a client by clicking the search clients drop down menu. Select one or more clients by typing their name, or simply scroll through the list, and click each client. If you made a mistake click the "x" to remove them.
Now click the drop down menu again to close it. Notice next to the selected clients a button reads split shift.
Split client roster
Before splitting a shift its a good idea to make sure the start and end time for the shift has been set. Do this under the time and location section. This will save you time when having to edit the individual components.
To split a shift, click the blue split button next to a client. Do this one or more time depending on your needs.
Notice the start and end time automatically adjusts to have the activities in sequence, make sure these are edited to the correct times and they don't overlap.
Easily remove splits by clicking the red button on the right hand side.
Common issue with carer to client ratio and solution
When splitting client rosters you may see a shift pending reason "shift has less than required carer"
To fix this toggle the option ignore staff count in the shift settings, this will ignore normal carer to client ratios for a split shift.
- Scheduler - edit a shift
- Create a shift in scheduler
- Identify pending shift reason
- Adding price books and prices
- Provider travel and participant transport