The scheduler interface is a critical tool to enable simple communication between staff, admin and clients. We have gone through some of the essential features to help you navigate and schedule with ease. Here's a short video to get you started.
The scheduler defaults to Weekly view with the function of changing to Daily or Fortnightly view. Click the 'Weekly View' box to drop down the menu and select your preferred layout.
Hide the menu
Once you have selected your ideal view you can also collapse the side menu to allow for full screen mode. Click the 'hamburger' menu button to the right hand side of the ShiftCare logo to hide this menu, and also click it to re-enable the menu again.
For additional navigation you can click the Date box to select a specific day. Also note you can cycle through subsequent and previous days, weeks or fortnights based on your view, with the navigation arrows next to the date selection box.
The scheduler is very user friendly and you can click on just about anything you want to interact with.
Drag and drop shift
To reassign a shift to someone you can drag it to the other person.
This shows switching from day view to weekly view before assigning a shift to a staff member.
To add a new shift you can click and drag to select the desired length of time.
Note: you can select the desired carer by dragging within their row.
A panel will pop up to ask for further details. Add information to the required fields including which client, type of shift, the date and time, address and assigned carer. Additional information can be provided too. These are basic functions, and as there are many advanced options to be explored, these will be covered in a separate article.
In the Daily View, If you need to adjust the duration of a shift quickly you can drag the ends of the shift directly on the scheduler.
Note: This won't adjust every shift in a recurring series.
Weekly and Fortnightly View
To add a shift on a specific day simply click the date in the appropriate carers row.
Again, a panel will pop up to ask for further details.
Within this view you can drag and drop a shift to change the day it occurs or to assign to an alternative carer or even change the date it occurs on.
Expand All Button
When you have multiple shifts stacked together, you can toggle between compact and expanded view. Click the Expand button at the top of the scheduler view to switch between them.
Staff List Order
You can change staff list order between alphabetical (A-Z) and number of shifts (Shift count).
To do this click the list drop down next to the column heading "Staff". Now click between A-Z and Shift count to more easily manage carers.
Colour codes of shifts
The shift colours are used to indicate different statuses:
Green: Booked - ok, no action required.
Orange: Cancelled - the staff will not get paid and the client is not charged.
Yellow: Absent - the staff will get paid and the client will be charged.
Red: Pending - needs addressing, the worker may be double-booked, a client or staff member is not assigned.
Blue: Invoiced - the shift cannot be edited.