Visit creation & Management
Create, update, and manage visits.
By Lucy and 1 other2 authors11 articles
- 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.