Scheduler
All your activities in one place
Last updated
All your activities in one place
Last updated
The new page allows everyone in your agency to manage sessions and events, and track attendance and unit utilization. Online scheduling software for better session management that cuts hours of admin work.
To schedule a session, Press/click on <SCHEDULE SESSION> on the top right corner of the Scheduler page. A session in the Fieldworker associates a location or resource, and one or more employees to a given time slot. You may also add one or more clients (or attendees) to a session. You may also capture the permitted capacity for the session, which should be permitted at the location.
The Fieldworker further allows you to add a task type, to capture the activities that are provided during the session and may also be automatically converted into a claim.
Each session can be assigned a title (or name) that can be used to share, print and/or circulate calendars among employees and customers. A note may also be added to every session.
The Fieldworker scheduler (or Calendar) allows three separate views, one each for locations, employees, and customers. This allows your agency to generate daily (or weekly, or monthly) schedules for every location(resource), or employee, or even customer.
The monthly view lists all activities planned during a calendar month. for one (or more) employees, resources, or customers.
The agenda page presents a tabular view of the sessions assigned to selected customers (employees or resources). The agenda view shows any notes associated, employees assigned, and clients expected to attend. If your agency tracks the attendance for the session, the agenda listing allows you to create individual client notes indicating progress, or performance of the client during the session.
If there are specific forms (formats) to capture the progress, your employees may also access associated forms.
A daily resource view would let you show all your activities in a single document. It is handy as a calendar of activities for the day.
A weekly view for an employee is a perfect calendar entry that shows their assignments as well as potential free slots.
