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Guide to Planning

In this article, we provide the full guide to the planning screen, outlining all necessary features and information.

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Written by Emma Ianson
Updated over 4 weeks ago

The dashboard is split into two sections. This screen is all about managing unallocated visits; the left-hand side of the screen refers to the number of unallocated visits there are for the next seven days, whilst the right-hand reports by service type.
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The unallocated visits can be accessed by clicking on any of the red bars in the graph.
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The information displayed may be managed via the drop-down filters along the top of the window.
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The Planning screen can also be accessed from the QuickLinks menu option from both the Employee and service user menu.
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Please see our Planning guide for all necessary information.

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