If you see a Failed - Some planning rules failed message when allocating employees to visits, follow these steps to identify and resolve the issue:
View the error
Double-click the visit you're trying to allocate.
Select the employee from the dropdown.
Click the Failed message.
Go to the Results tab to view the error(s).
Click the error for more details.
Error messages and fixes
Here is a list of all the errors you could face and how to fix them.
Unable to allocate due to clashing with visits
Check the employee’s schedule for overlapping visits.
Switch to Actual View:
Go to the top-left of the planning screen.
Change the view from Planned to Actual.
Unable to allocate due to incomplete tasks
The employee must complete all required tasks for the service type.
To check required tasks:
Go to Settings.
Select Service User, then click Service User.
Click Service, then click Types.
Open the service type and select Tasks.
Tasks with a ✅ are required.
Unable to allocate due to availability
Ensure the employee has an availability record that covers the visit time.
To check this, follow these simple steps:
Go to the Employee module.
Click Find and open the employee’s record.
From the QuickLinks select Availability.
Confirm the visit falls within the start and end dates.
No end date means open availability.
Unable to allocate due to exceeded total worked hours
The employee may be restricted by enforced weekly hours. To adjust, follow these steps.
Go to the Employee module.
Click Find and open the employee’s record.
From QuickLinks, select Rate Sheets.
Open the rate sheet and untick Enforce Hours.
Save changes, then re-enable Enforce Hours if needed.