--- title: How to Modify Allocation Defaults description: "## How to Modify Allocation Defaults - [Home](https://cclearninghub.co.uk) - - [Care Control Knowledgebase](https://cclearninghub.co.uk/docs/) - - [Care Control Cloud](https://cclearninghub.co.uk/docs-category/cloud/) - - [Admin](https://cclearninghub.co.uk/docs-category/cloud/admin/) - - [Staff Area](https://cclearninghub.co.uk/docs-category/cloud/admin/staff-area/) - - How to Modify Allocation Defaults [![](https://secure.gravatar.com/avatar/9186fc82c633160b14e44c9c4b6cc503a186862236ec1b9971e8dea766c95000?s=40&d=mm&r=g)Kieran Worth](https://cclearninghub.co.uk/docs/authors/18/page/1) The Manage Allocations area in the…" url: "https://cclearninghub.co.uk/docs/how-to-modify-allocation-defaults/" updated: "2025-10-23" category: Care Control Cloud / Admin / Staff Area --- # How to Modify Allocation Defaults ## How to Modify Allocation Defaults - [Home](https://cclearninghub.co.uk) - - [Care Control Knowledgebase](https://cclearninghub.co.uk/docs/) - - [Care Control Cloud](https://cclearninghub.co.uk/docs-category/cloud/) - - [Admin](https://cclearninghub.co.uk/docs-category/cloud/admin/) - - [Staff Area](https://cclearninghub.co.uk/docs-category/cloud/admin/staff-area/) - - How to Modify Allocation Defaults [![](https://secure.gravatar.com/avatar/9186fc82c633160b14e44c9c4b6cc503a186862236ec1b9971e8dea766c95000?s=40&d=mm&r=g)Kieran Worth](https://cclearninghub.co.uk/docs/authors/18/page/1) The Manage Allocations area in the Care Control Admin App gives managers and administrators full control over how staff are assigned to service users and care activities across all times of day. This section brings together several key tools — Allocation Issues, Allocation Defaults by Staff Category, and Allocation Defaults by Staff Role — allowing you to manage, automate, and correct staff allocations efficiently. These features work seamlessly across Care Planning Groups, Resident Allocation Groups, and Other Allocation Groups. Using Allocation Issues, you can identify and resolve problems such as missing or incorrect staff assignments. This ensures that all service users and care groups have appropriate staff coverage, and that any last-minute or agency changes are accurately reflected within the system. The Allocation Defaults by Staff Category feature enables you to define which staff groups (e.g., carers, nurses, senior care workers) are automatically included in Day, Evening, or Overnight allocations. Setting these defaults helps maintain consistent allocation processes across all shifts and groups while reducing manual workload. With Allocation Defaults by Staff Role, you can control how individual job roles behave within the allocation workflow. You can choose whether a role follows the rota allocation, is added at the start of a shift, or is excluded entirely from certain activities. This ensures that your allocations accurately reflect the structure and requirements of each Care Planning Group, Resident Allocation Group, and Other Allocation Group. Together, these tools make it easy to maintain accurate and efficient staffing records, keeping your care delivery compliant, coordinated, and fully supported. Managing allocations effectively helps ensure consistent, high-quality care while simplifying the process of staffing updates and shift planning. ### How to Change Allocation Assignments by Staff Category [How to Change Allocation Assignments by Staff Category](https://demo.arcade.software/MF80oZ1Cw3O2OnebXUpH?embed&embed_mobile=tab&embed_desktop=inline&show_copy_link=true) ### Text based guide #### Enter the Admin App ####   #### Click Visit under the Staff Area ####   #### Select Manage Allocations ####   #### Select Allocation Defaults in the top right ####   #### Choose which time period to modify in the top right — Day, Evening, or Overnight   #### You can select other allocation areas, all of them will be the same to modify ![](https://cclearninghub.co.uk/wp-content/uploads/2025/10/image-6b210f23-bf2a-4d6e-be90-a98590c6d1a3-1024x576.jpg) #### Next to the Care Planning Group you want to modify, click the edit icon ####   #### Open the drop-down menu to choose the allocation treatment ####   #### Choose “By Staff Category” ####   #### Select multiple available staff categories from the list or select all of them ####   #### Click Add to move them to the assigned staff category ####   #### Click Save Changes when you’re happy with your modifications ### How to Change Allocation Assignments by Staff Role [How to Change Allocation Assignments by Staff Role](https://demo.arcade.software/8yqtBShUrYqgKlzbWsFC?embed&embed_mobile=tab&embed_desktop=inline&show_copy_link=true) ### Text based guide #### Enter the Admin App ####   #### Click Visit under the Staff Area ####   #### Choose Manage Allocations ####   #### Select Allocation Defaults ####   #### Click the edit icon next to the Care Planning Group you want to modify allocations for ####   #### Open the drop-down menu ####   #### Select “By Staff Role” ####   #### In the Available Staff Role section, select the staff roles you want to add — this can be multiple or all ####   #### Click Add when you’re happy with your selection ####   #### Click Save Changes when finished ### How to Change Allocation Assignment Treatment [How to Change Allocation Assignments](https://demo.arcade.software/zlTEuc16apzXDMBjeCdG?embed&embed_mobile=tab&embed_desktop=inline&show_copy_link=true) ### Text based guide #### Enter the Admin App ####   #### Select Visit on the Staff Area box ####   #### Choose Manage Allocations ####   #### Click Allocation Defaults ####   #### Choose which time of day you want to change allocations for in the top right ####   #### Click the edit icon next to the Care Planning Group ####   #### Open the Select Allocation Treatment drop-down ####   #### Choose from “As per rota allocation”, “To allocate at start of shift”, or “Exclude from allocation” ####   #### Click Save Changes once you have chosen your treatment ##### Was it helpful ? - [Happy](#) - [Normal](#) - [Sad](#) ##### Table of Contents [↑ Top](#top)