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User guide · Operative

Plan the working day

Use My Day and the rota to see assigned domestic-cleaning visits before opening a visit record.

OperativeStep-by-step instructions

Open My Day

Operative

1Step 1 of 3

My Day is the field-work starting point for the operative account.

  1. Review the work shown for today and open the visit you need to prepare for.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

You see the visits made available to the signed-in operative.

Operative · Plan my day01

Check the rota

Operative

2Step 2 of 3

The rota gives a wider view of assigned work around the current day.

  1. Move to the relevant date and open the assigned visit.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

You can place today's work in the context of the operative's rota.

Operative · Plan my day02

Read a scheduled visit

Operative

3Step 3 of 3

The visit detail contains the time, home and work information available before starting.

  1. Confirm the visit, address and timing before travelling or choosing any state action.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

The scheduled record gives the information available to this operative.

Operative · Plan my day03
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