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| Both sides previous revision Previous revision Next revision | Previous revision | ||
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printcarerrotas [2019/11/12 10:54] cfadmin |
printcarerrotas [2020/12/11 10:34] (current) dominich updating reports screen icon |
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| 1. From CareFree, open the **Rota** | 1. From CareFree, open the **Rota** | ||
| - | {{ :wiki:2019-11-11_15h39_13.png?direct |}} | + | {{ :wiki:rota_toolbar.png |The location of the rota toolbar}} |
| 2. Choose the Carer whose rota requires printing and / or emailing to the left | 2. Choose the Carer whose rota requires printing and / or emailing to the left | ||
| Line 21: | Line 21: | ||
| {{ :wiki:2019-11-12_09h32_20.png?direct |}} | {{ :wiki:2019-11-12_09h32_20.png?direct |}} | ||
| - | 4. Select the appropriate format in which you want your rota to show in | + | 4. 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_09h34_28.png?direct |}} | + | {{ :wiki:2019-11-12_10h41_30.png?direct |}} |
| <WRAP round tip center centeralign 80%> | <WRAP round tip center centeralign 80%> | ||
| Line 34: | Line 34: | ||
| <WRAP round important center centeralign 80%> | <WRAP round important center centeralign 80%> | ||
| - | Please note, if you are emailing rotas 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. | + | 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> | ||
| \\ | \\ | ||
| Line 43: | Line 43: | ||
| 1. From CareFree, open the **Reports** screen | 1. From CareFree, open the **Reports** screen | ||
| - | {{ :wiki:2019-11-12_09h53_57.png?direct |}} | + | {{ :wiki:mainmenu_reports.png |The location of the reports screen}} |
| - | 2. | + | 2. Go to the **Service Delivery** report section\\ |
| + | 3. Click on the **Rotas and Timesheets** report | ||
| + | {{ :wiki:2019-11-12_10h32_26.png?direct |}} | ||
| + | |||
| + | 4. Start by selecting the date range of the report using the **Choose the Dates** tab\\ | ||
| + | |||
| + | {{ :wiki:2019-11-12_10h33_56.png?direct |}} | ||
| + | |||
| + | 5. 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 |}} | ||
| + | |||
| + | 6. 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 |}} | ||
| + | |||
| + | 7. 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 |}} | ||
| + | |||
| + | 8. You can also display certain Companies / Branches on this report using the **Branch** tab | ||
| + | |||
| + | {{ :wiki:2019-10-24_11h33_38.png?direct |}} | ||
| + | |||
| + | 9. 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 |}} | ||
| + | |||
| + | 10. 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]]** | **<< [[businesscontinuity|Back to Business Continuity]]** | ||
printcarerrotas.1573552488.txt.gz · Last modified: 2019/11/12 10:54 by cfadmin
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