Service plan requirements can be viewed, updated, booked, and placed on the roster. These options help you plan work and assign staff in the right order.
Work with a service plan requirement
The following actions can be made on a service plan requirement:
Click View to see the requirement details.
Click Edit to change the requirement details.
Click Delete to remove the requirement.
Click Book to book a staff member to the requirement.
If you are working with more than one requirement, choose to work One at a Time or All Together.
View requirements by week
To help you check what is planned before placing requirements on the roster, you can view requirement by week. You can either:
Click Classic View to view the current week.
Click Weekly View to choose a service plan week number.
Apply requirements to the roster
At this stage, you can place the requirements on the roster and allocate staff when needed.
Once the service plan is applied to the roster, any later changes to the service plan requirements won't show on the live roster. Any edits to requirements or booking details must be made directly on the live roster.
To apply requirements to the roster, follow these steps:
Click Apply to Roster.
Assign preferred staff to each requirement if needed.
Update service plan dates
You can extend a service plan if more coverage is needed.
If you extend the Date To of the service plan and click Save Changes, a new run of the original service plan requirements is created.
These new requirements start from the day after the previous Date To.
This keeps the original plan unchanged and creates a new set of requirements for the extended period.