HomeTrak Companion’s Caregiver Portal is a web portal designed to allow caregivers to view their own schedules on a calendar and indicate their availability to work.
Caregivers can only see their own schedules and availability, and all schedule information is read-only.
The User Interface
Using the Calendar
The calendar has three view styles:
- Agenda: This shows a basic list of your schedules for a rolling 8-day range
- Monthly: This shows your schedules on a one-month calendar display
- Weekly: This shows your schedules on a one-week calendar display
Tap or click on any event in the calendar or agenda view to see details on that event.
See also: Using a Mobile Device to Clock in To Schedules.
Setting your Availability
The portal allows you as to enter your own availability into the system, to indicate days or times you are not available to work.
Using the Availability feature, you can set your availability for a particular date.
Using the Weekly Availability section, you can easily set your availability for a week at a time.
You cannot make a change to a day’s availability if:
- The change is in the past
- The change would make you unavailable for an already existing Schedule. In this case, you should call your office to book off for your shift.