Cloud Roster Creating a Client Rota
This guide will cover the creation of a Domiciliary Client Roster.
Please follow the interactive guide below, a written guide is also available at the bottom of the page.
Written guide
- When on the Rota screen, select Create New Rota.
- Select Residents on the next page. This will create a rota that is in the perspective of residents.
- Select Next.
- If this is your first rota, Choose new start date. If this is to match up with an existing rota, select Align with existing rota and pick your rota.
- Choose the start date of your rota, this can be in the past, but not the future.
- Select how many weeks your rota will be rolling for.
- Click Next.
- Choose if you would like a constraint on the rota. You can pick between No Constraint; This will mean there are no constraints on your rota at all. Resident; This constraints the rota to just one resident, staff members who are assigned to this resident will be the only ones available to take the residents shifts. Care Service Group; This constrains the rota to a single care service group, only residents and staff who are a part of the CSG chosen will appear on this rota.
- When you have chosen, click Next.
- Enter a name for your rota, make this identifiable.
- Choose an optional colour to help you distinguish the rota.
- Click Generate Rota.
- Now click Open Your New Rota.