Marking a Visit as 'Not Required'
This guide will cover how to mark a shift or visit on the rota as ‘Not Required’. This can be useful is a client cancels a visit or if a shift is no longer needed. Note: this is per-shift change and will not affect recurring shift patterns.
1
In the Administration of Care Control Windows, navigate to the Roster System, which can be found under the Time & Attendance tab.
2
A new window will open. Here, press View Live Rota via the button in the bottom left corner.
3
Find the shift you wish to mark as ‘Not Required’ and click on it.
4
The shift will open on the right hand side. Simply tick the Mark as ‘Not Required’ checkbox.
5
You will be warned that doing this will remove the staff assignment and not require cover. Press OK.
6
Press the green Process button to complete the change.
7
The shift will move into its own section, titled ‘Not Required’.