Differences

This shows you the differences between two versions of the page.

--- printcarerrotas [2019/11/11 16:55]
cfadmin
+++ printcarerrotas [2020/12/11 10:34] (current)
dominich updating reports screen icon
@@ Line 11: / Line 11: @@
 . From CareFree, open the **Rota**
-{{ :wiki:2019-11-11_15h39_13.png?direct |}}
+{{ :wiki:rota_toolbar.png |The location of the rota toolbar}}
 . Choose the Carer whose rota requires printing and / or emailing to the left
@@ Line 17: / Line 17: @@
 {{ :wiki:2019-11-11_15h42_54.png?direct |}}
-. Select the appropriate week you wish to print / email for the Carer. Click
+. Select the appropriate week you wish to print / email for the Carer. Click **Mon** to go to this week
+{{ :wiki:2019-11-12_09h32_20.png?direct |}}
+. Select the appropriate format in which you want your rota to show in by using the drop-down box at the top of the rota
+{{ :wiki:2019-11-12_10h41_30.png?direct |}}
+<WRAP round tip center centeralign 80%>
+Rota formats can be created by our support desk, you can turn on a variety of formats by going to **Tools** and **Reports Setup** from the CareFree top menu.
+</WRAP>
+. At the bottom of the rota, press the **Drop-down Arrow** next to the **Preview** button to either Preview, Print, Email or Export the rota
+{{ :wiki:2019-11-12_09h39_46.png?direct |}}
+<WRAP round important center centeralign 80%>
+Please note, if you are emailing from CareFree you must have your email setup configured in your Personal Options. If you're unsure on how to do this [[emailsetup|click here]] for more information.
+</WRAP>
+\\
+<WRAP center centeralign>
+===== Printing / Emailing Carer Rotas in Bulk =====
+</WRAP>
+. From CareFree, open the **Reports** screen
+{{ :wiki:mainmenu_reports.png |The location of the reports screen}}
+. Go to the **Service Delivery** report section\\
+. Click on the **Rotas and Timesheets** report
+{{ :wiki:2019-11-12_10h32_26.png?direct |}}
+. Start by selecting the date range of the report using the **Choose the Dates** tab\\
+{{ :wiki:2019-11-12_10h33_56.png?direct |}}
+. In the **Select from the List** tab, you can choose who you want to show on the report
+{{ :wiki:2019-11-12_10h35_21.png?direct |}}
+. Use the **Rota & Email Options** on this tab to change the format in which you want to show the rota in
+{{ :wiki:2019-11-12_10h36_32.png?direct |}}
+. You can change which call statuses appear on the rota by using the **Status** tab //- for example, some companies prefer not to show cancelled calls on the Carer rotas (NCR calls)//
+{{ :wiki:2019-11-12_10h37_38.png?direct |}}
+. You can also display certain Companies / Branches on this report using the **Branch** tab
+{{ :wiki:2019-10-24_11h33_38.png?direct |}}
+. Once all your selections have been made, press the **Preview** button at the bottom of the screen. The standard Rota format looks the image below
+{{ :wiki:2019-11-12_11h17_52.png?direct |}}
+. Once you are happy with the report, close the report by pressing the cross at the top right of the report. You can use the drop-down on the preview button to Print, Export or Email
+{{ :wiki:2019-10-24_11h39_56.png?direct |}}
+<WRAP round important center centeralign 80%>
+Please note, if you are emailing from CareFree you must have your email setup configured in your Personal Options. If you're unsure on how to do this [[emailsetup|click here]] for more information.
+</WRAP>
 \\ \\ \\
 **<< [[businesscontinuity|Back to Business Continuity]]**

CareFree Knowledge Base

User Tools

Site Tools

Differences

Page Tools