Build a Plan

Build a Plan

Plans can be used alongside shifts and patterns when building a rota. Plans can be made up of 1 slot of support for 1 supported person or can be multiple slots of support for multiple supported people across a full week. 

When building a plan you will be asked to choose the type of activity, the day of the week, the start and end time, the employee providing the support and the supported person. 

To create a new 'Plan' complete the following steps.

  1. Go to the team you want to add shifts to

  2. Under Plans, click on "Add New"

    Creating a Shift - Add New

  3. Enter the name of the Plan and make sure the type is "Plan". Click Save

    Plans - Choose Type

  4. Under the shifts tab, click "Add New"

    Shifts - Add New

  5. Enter the information required for the slot of support 

    Support Details

  6. If you are finished, click "Save" under the Shifts tab, or click on the "Save and Add another new record" icon in the taskbar at the top of the page

    Save - Add new or finish