< Time Off < Time Off Conflicts
When a period of planned absence has been booked and approved, it is important that the administrator is made aware of situations when services conflict with the dates of the planned absence so that these services can be re-allocated.
The system will alert an administrator to these situations in a number of ways.
ON DESKTOP:
Navigate to Scheduler > Schedule > Time Off
STEP 1
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When services are booked for a member of staff who in either on vacation or otherwise absent from the business, in the Service Order the services appear in red tint and with a warning icon.
STEP 2
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When services are booked for a member of staff who in either on vacation or otherwise absent from the business, in the Schedule the services appear in red tint and with a warning icon.
STEP 3
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In the Planner, periods of absence from the business are marked with red dots to help prevent services from being assigned to staff who are unavailable.
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If boarding or overnight services have been assigned to staff members who are unavailable then the number of jobs assigned will appear in red. Click on the number to reveal the details of the booking(s) so that they can be re-assigned.
ON MOBILE
STEP 1
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Tap the Navigator, and select Clients > click on the client's service orders
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Tap to view the service order where there is a conflict.
STEP 2
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When services are booked for a member of staff who in either on vacation or otherwise absent from the business, in the Service Order the services appear in red tint and with a warning icon.
STEP 3
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When services are booked for a member of staff who in either on vacation or otherwise absent from the business, in the Schedule the services appear in red tint and with a warning icon.
STEP 4
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Tap the Navigator, and select Scheduler > Schedule > Planner
STEP 5
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In the Planner, periods of absence from the business are marked with red dots to help prevent services from being assigned to staff who are unavailable.
-
If boarding or overnight services have been assigned to staff members who are unavailable then the number of jobs assigned will appear in red. Click on the number to reveal the details of the booking(s) so that they can be re-assigned.
