Command Palette

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Administration
Users
Participants
Day-to-Day
Scheduling
Finance
Forms & Quality
Insights

Command Palette

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Overview

Overview
Scheduling Overview

Setup

How to enable Scheduling
Scheduling Settings
Workers
Services & Charges
What Support Workers See
Cancellation Reasons
Public Holidays
Participant Preferences
Availability Request Notifications
Create a Participant Specific Form

Schedule & shifts

Viewing the Schedule
Adding Shifts
Recurring Shifts
Meal & Unpaid Breaks
Support Tasks
Charges
Travel (to, during and from)

Shift board

Shift Board Workflow
Unassigned Shifts

Publishing

Published and Unpublished Shifts
Publishing Workflow

Review & approve

Scheduling Award Alerts
Shift Alerts
Schedule Alerts
Shift Status Badges List
Shift Approvals
Support Cancellations
Support Audit Log
Managing Availability
Leave

Process

Timesheet Batches
Xero Integration in Scheduling
Approving Timesheets Workflow

Activities

Activities
Viewing a Participants Schedule

Support Worker App

Support Worker App Overview
During a Shift
Schedule & Availability
Participant Details App View
Uploading User Records
Chat in the App
App Notifications
Diagnosing App Issues

FAQ

Scheduling FAQ

User Guide Videos Training & Updates Developers

Scheduling
What Support Workers See

What Support Workers See

Control which participant information, records, and templates are visible to support workers in the app.

Making Information Items Visible to Support Workers
Making Records Visible to Support Workers
Record Acknowledgement
Support Worker Case Note Templates

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