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Planners
Planner And Away Planners
We may use this as a brief overview when looking at busy/quiet times in clients/carers rotas. Away planner can allow you to see how many clients/carers are away at specific times
- Clients/carers show on left hand side
- Planner has date showing in bottom right hand corner and shows in 15 minute blocks
- Away planner has date showing in bottom right hand corner and shows daily blocks
Top tip: When looking to see which carer is avaliable to cover a call use planner to identify gaps in their shift patterns
Types Of Planners
| Planner Type | Information Shown |
| Call Planner | Will show allocated, unallocated and instances where calls are not required |
| Away Planner | Will show away reasons entered for clients or carers in a given month. This can be filtered by specific types by using the drop down at the bottom of the screen |
| QA Shedules | Will show upcoming training and planned events such as appraisals for a given month |
| Workflow | Will show details of any workflows that are attached to a client or carer’s records |
| Efficiency | Shows the percentage of hours a carer has been allocated compared to their available hours |