Scheduling

Once the times are setup, you are ready to begin scheduling the Shifts. To do so, open the Service Planner. It represents the schedule for one week (Monday through Sunday), for one Service.

Note: You can get access to a Planner anywhere you see a Plan button. Access to a particular Planner is typically from one of three places:

From the Open Shifts List, select a Shift, then click on the Plan button. From the Client List, select the Client you want to schedule and click on the Plan button. From the Caregiver List, select the Caregiver and Assignment you want to schedule, then click on the Plan button.

Figure 63: Plan button on the Client Form