When you're planning in Access People Planner the shifts or visits have colour coding, both for the main body of the shift or visit, as well as the corner.
These are the same whether you're using this for residential or domiciliary care; as such, this guide refers to both shifts and visits; however, select which is appropriate for you.
Body colours
This is the main colour showing on the shift or visit. These are the default colours used on the system, which can be changed following this handy guide.
Colour | Description |
Green | The shift or visit has an employee allocated to it, with no planning rule violations. |
Yellow | The shift or visit has an employee allocated to it, with one or more planning rule violations, but they’re not enforced. |
Red | The shift or visit does not have an employee allocated to it. |
Grey | The shift or visit has a cancelled status. |
Light blue | You're allocating an employee and have selected the shift or visit. |
Planning rule violations
When showing a yellow shift or visit, you can find more details of the violation.
Double-click the shift or visit.
Click the warning
symbol.
Corner colours
These colours show in the top-right of the shift or visit. These are the default colours which can be changed following this handy guide.
Colour | Description |
Green | The shift or visit has the templated, permanent employee allocated. |
Yellow | The employee allocated to the shift or visit is different to the templated, permanent employee. |
Yellow | The shift or visit has a templated, permanent employee, but there is no allocated employee. |
Grey | The shift or visit doesn't have a templated, permanent employee. |