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- Open the Daily Schedules Module. Select the appropriate date range and select the person for whom you want to edit a schedule. Click View Data to load the main grid.
- Select a schedule in the grid and click on the Edit tool on the toolbar. This opens the Setup a Schedule screen. Make any necessary changes, and click Save.
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| When you edit a single schedule created from a Recurrence Master, it will automatically become Isolated from the recurrence. This means if any change is made to the Master Recurrence that affects all the schedules created from it, this manually edited event will not be automatically changed. |
To edit or change the caregiver in a Recurrence/Recurrence Master (and all schedules created from the recurrence):
Option 1 - From the Client Calendar or Caregiver Calendar:
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The schedules will be created/adjusted with your changes from the specified start date forward to the end of the recurrence. You will see the revised recurring schedules in the calendars and other schedule module screens.