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How to Assign Staff to Visit with Repetition Rules

This article explains how to assign staff members to visits using assignment duration and repetition rules in the Rota section.

 

1. Navigate to the Rota section.

2. Select the People tab and search for the relevant individual.

3. Click the three dots on the visit and choose Assign Employee.

4. Under the Assign Care Worker title, choose the appropriate assignment duration:

  • Day: Assign staff for the visit day only.
  • Week: Assign staff to all visits in the week.
  • Quarter: Assign staff to all visits in the selected quarter.
  • Month: Assign staff to all visits in the month.
  • Other: Assign staff for a custom date range longer than a week, specifying the end date.

5. To use repetition rules, enable the repetition toggle.

  • Daily: Assign staff for every nth day.
  • Weekly: Assign staff for specific days of the week.

6. Select the desired staff member from the list and click Assign.

 

✅The staff member will be assigned to visits in accordance with the specified repetition rules.