Planning
Coordinate services with structured planning.
By Emma and 1 other2 authors41 articles
- Guide to PlanningIn this article, we provide the full guide to the planning screen, outlining all necessary features and information.
- Set up training and shadowing shifts for employeesIn this article, we explain how to set up training and shadowing shifts for employees.
- Visit generation showing failed or stuckIn this article, we explain how to amend visits that are stuck in failed when generating.
- Amend rota formatsIn this article, we explain how to amend rota formats.
- Checklist for ending service suspendIn this article, we guide you through what to check and how to end a service suspend.
Visit creation & Management
Create, update, and manage visits.
- Generate future visitsIn this article, we explain how to generate future visits.
- Create an ad hoc visitIn this article, we explain how to create an ad hoc visit.
- Delete visits generationIn this article, we explain how to delete visit generation.
- Amend visits that have been booked in and outIn this article, we explain how to amend visits that have been booked in and out of.
- Duplicate visits showing under a service userIn this article, we explain why visits can show multiple times and how to resolve this.
- Visits are being moved to the side when other visits are being plannedIn this article, we explain what to do when moving a visit changes other visits to another timeslot.
- Change an existing service requirement orderIn this article, we explain how you can change or update an existing service order.
- Continuity on shifts or visitsHow to view the percentage of continuity on a visit.
- Create a service type and associate with a visit typeIn this article, we explain how to create a service type, associate this with a visit type and add it to a rate sheet.
- Troubleshoot visit allocation and reconciliationSteps you can take to resolve issues with unallocated visits, template inconsistencies, missing visits, and reconciliation failures in Access People Planner.
- Set up preferences to restrict visit allocationSteps to create and configure preferences that control which employees can be allocated to a visit.
Allocation & Scheduling
Assign employees and manage scheduling.
- Issue a rotaIn this article, we explain how to issue a rota by printing or emailing it.
- Unable to allocate an employeeIn this article, we explain why you are unable to allocate employees and see planning failures.
- Unable to allocate an employee due to the position typeHow to allocate a visit if I am getting an error, unable to allocate due to the position type.
- No option to allocate or unallocate visits on the planning screenIn this article, we explain why you are unable to allocate or unallocate visits on the planning screen and how to amend this.
- Visits missing from the planning screenIn this article, we explain why visits may be missing from the planning screen and how to resolve this.
- Offer and request shiftsHow to offer and request visits on the planning screen.
Travel
Manage travel time and routes between visits.
- Enable dynamic travel timeIn this article, we explain how to enable dynamic travel time.
- Add set travel time between visitsIn this article, we explain how to add a set travel time between visits.
- Integration of Google MapsIn this article, we explain how Access People Planner integrates with Google Maps.
- View employee's route for the dayIn this article, we explain how to view the employee's travel route for the day or visit.
Integration
Manage planning integrations and data sync.
Display & Settings
Customise how planning looks and behaves.
- Planning toggle nudgeIn this article, we explain how the toggle nudge feature works.
- Visit and corner coloursIn this article, we explain what the visit and corner colours mean.
- Change visit colours on planning screenIn this article, we explain how to change the colours of your visits on your planning screen.
Cancellation aprovals
An overview of how cancellation approvals work.
- What are cancellation approvals?An overview of how cancellation approvals work and what they control in your organisation.
- Turn on cancellation approvalsSteps to enable the cancellation approvals feature for your organisation and control which users can access it.
- Set up cancellation charging rulesCreate and configure a cancellation approval profile, defining notice thresholds and charge percentages for each cancellation reason.
- Apply cancellation rules to customersAttach a cancellation approval profile to a customer type or an individual customer record.
- Cancel a visit and request approvalCancel a visit and request a cancellation approval when the cancellation falls within your organisation's short notice window.
- Review and approve cancellation requestsReview, approve, or reject cancellation approval requests from the cancellation approvals list.
- How cancellation approvals affect payroll and invoicingAn explanation of how pending and decided cancellation approvals are handled when you generate payroll or invoice runs.