Client requirements define when care is delivered and what services are provided. You may need to update a requirement when times, products, or orders change, or delete it if the care is no longer required. Making the correct selection ensures changes apply only to the intended period and don’t affect historical data.
⚠️ Important: To follow the steps you must have the required permissions to edit or delete requirements.
Edit a client requirement
To edit a client requirement, follow these steps:
Click Client.
Click on the client.
Click Roster.
Click on the requirement.
Click Edit.
Choose one of the following options:
This week only.
This week onwards.
This week until.
📌 Notes:
If you choose This week onwards or This week until, the requirement must be part of an ongoing requirement for the change to continue.
You can check if a requirement is ongoing by looking at the blue box on the requirement.
Make the required changes to the requirement.
Click Save.
Delete a client requirement
To remove a requirement from a client roster, follow these steps:
Click Client.
Click on the client.
Click Roster.
Click on the requirement you want to delete.
Click Delete.
Choose one of the following options:
This week only.
This week onwards.
This week until (set an end date if required).
📌 Note: Deleting a requirement affects future scheduling based on the option you choose.
Click Delete to confirm.