Related Articles
Creating Open Shifts
Creating open shifts within the Scheduling Dashboard can be accomplished using the Utility Drawer functions of Create Open Shifts or in the Clients view of the Quick Shifts. The instructions for both tools can be found below. 1. To create a open ...
How to Create, Apply, Change, and Remove Shift Tags
How to Create, Apply, Change, and Remove Shift Tags Creating Shift Tags: Access Scheduling Dashboard Menu>Scheduling>Scheduling Dashboard Add the Shift Tag Section if not already showing to the side of the Dashboard Do this by clicking the Utility ...
Creating Shift Templates
A shift template can be used when creating a shift via Quick shifts and Create Shifts. This process makes it easy and faster when scheduling the same type of shifts needed regularly concerning clients and other aspects of the shift. 1. To create ...
Shift Start and End Addresses
See attached PDF tip sheet for information on shift start and end addresses.
Scheduling Concurrent Shifts
There may be a situation where you want one caregiver to care for multiple clients at the same time and location (ex. two spouses). To schedule this, mark the shifts as "concurrent" and enter the number of clients that caregiver will be taking care ...