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When you enter a caregiver participant into a schedule the system automatically initiates checks to see how well the selected caregiver participant fits requirements of the client employers using the
information that has been populated in the client employer and caregiver participant records.

There are many criteria the system uses when performing these checks; it quickly scrolls through each check and can evaluate the match. The system can check such things as whether the caregiver participant is active or available, whether the caregiver participant has the Critical Skills required by the clientparticipant, or whether they have the needed Qualification for the type of work being done for the Clientare in the correct District. If these checks detect a mismatch between the caregiver participant information and client employer requirements, warnings can be generated. These Warnings and Errors are reported in the Please Review section in the Detail Panel for the schedule.

For specific Warnings and Errors, the system can be set so the caregiver participant is NOT allowed to be saved in the schedule if it is detected that the caregiver participant did not meet the
criteria.

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You can also specify what the system should do if it performs a check and encounters an error or warning. You may specify that the system will not allow the schedule to be saved with that Caregiver Participant in it; or the system can prompt to indicate that it encountered an error but still allow you to save the schedule with that caregiver participant in it; or you can save the schedule with that Caregiver Participant in it and simply display an error in the Warnings and Errors panel in the schedule.Image Removed

Prior to entering a caregiver participant into the schedule, you may wish to use the Caregiver Suggestion Participant Job Matching tool to find an appropriate caregiver participant who can work the schedule. This powerful tool can evaluate multiple caregivers participants to determine the best possible match for the schedule. This will ensure that the caregiver participant added to the schedule is an appropriate match in terms of qualifications and availability before you add them to the schedule. Using the Caregiver Suggestion Participant Job Matching tool will reduce the number of Warnings and Errors in your scheduling process.