Planning
Useful information to help with planning
Ensure visits integrate with Access Care PlanningIn this article, we explain why client visits are not showing on Access Care Planning.
Generate future visitsIn this article, we explain how to generate future visits.
Change an existing service requirement orderIn this article, we explain how you can change or update an existing service order.
Create an ad hoc visitIn this article, we explain how to create an ad hoc visit.
Issue a rotaIn this article, we explain how to issue a rota by printing or emailing it.
Set up training and shadowing shifts for employeesIn this article, we explain how to set up training and shadowing shifts for employees.
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.
Guide to PlanningIn this article, we provide the full guide to the planning screen, outlining all necessary features and information.
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.
Visit generation showing failed or stuckIn this article, we explain how to amend visits that are stuck in failed when generating.
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.
Delete visits generationIn this article, we explain how to delete visit generation.
Amend rota formatsIn this article, we explain how to amend rota formats.
Unable to allocate an employeeIn this article, we explain why you are unable to allocate employees and see planning failures.
Checklist for ending service suspendIn this article, we guide you through what to check and how to end a service suspend.
Create templatesIn this article, we explain how to create templates
Visits missing from the planning screenIn this article, we explain why visits may be missing from the planning screen and how to resolve this.
Update templatesIn this article, we explain how to update templates.
Runs functionalityIn this article, we explain how the runs functionality works and how to set it up.
Visit data not syncing from Access Care PlanningIn this article, we explain why the visit data has not synced from Access Care Planning.
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.