Assignment and rota
Workflow 10 · Assign operatives · Checks · Rota · Withdraw
The office puts the right people on each visit: the screen shows what the home needs and who can do it in that window.
A missing skill, a clash or hours outside someone's week are refused with the reason, and the operative sees the visit on their rota at once.
- Office Administrator
- A scheduled visit with nobody on it
Office Administrator
Withdraw before the work starts
Office Administrator
6Step 6 of 6 · workflow step 08
- Current assignments
- Withdraw with a reason
Refused once work, evidence or a timesheet exists; replacing someone is withdraw, then assign.
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The system does this
- Email the operative when they are assigned and when they are withdrawn; operatives never accept or decline
Check
Operative assigned within skills and hours; the visit on their rota
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