The Availability feature allows you to record when your clients employers are available to receive service, or your employees are available to work. When scheduling a Client an Employer or Caregiver Participant who is not available warnings can be generated on the schedule.
The Availability tool is found under the "Scheduling" drop down menu on the ribbon for ClientsEmployers, Caregivers Participants and Office Staff in the Relationship Management Module.
Use the panels on the right of the screen to record availability. Click on the Add tool to add new Availability rules. Click Edit to change an existing rule. Click Save
to see the rules in the Availability grid.
Types of Availability:
Working Days | Record the days of the week the Caregiver Participant is available to work. Example: If a Caregiver Participant never wants to work on the weekend, you would choose Saturday and Sunday to NOT be workdays. |
Day Specific Availability | Record the time of day the Caregiver Participant is available to work. Example: Every Tuesday, the Caregiver Participant is only available from 9:00am to 5:00pm. Note: Day Specific Availability takes precedence over Working Days. |
Date Specific Availability | Record when a Caregiver Participant is available on a specific date. Example: On May 1, the Caregiver Participant is only available from 9:00am to 1:00pm. Note: Date Specific Availability takes precedence over Day Specific Availability. |
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