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Domiciliary Roster Assigning Client Visits

This guide will cover the visits for your client.

Please follow the interactive guide below, a written guide is also available at the bottom of the page.

Written guide

  1. Ensure you are on the Draft Plan option. This ensures the changes you make will be applied across multiple weeks.
  2. Open the Display Options drop-down menu.
  3. Ensure Show Visits is toggled on.
  4. Now you can see the visits, simply drag them onto the staff member’s cell that is available during the same time as the visit. You can see the availability of the staff member by looking at the bar at the bottom of their cell.
  5. Select Publish and then Publish to Plan once you are happy with your visits.