In an Ad-Hoc View rota, shifts are allocated to individual care workers by dragging and dropping them onto the rota grid. This provides greater flexibility when managing staffing requirements and absences.
Allocate shifts
Select the required carer by ticking the relevant checkbox.
Drag and drop the appropriate shift onto the rota grid.
This links the care worker to the selected day and shift timeslot.
Within an Ad-Hoc View rota, care workers can:
Work different shift times on different days.
Work consistent shift patterns across the rota period.
Be scheduled flexibly to ensure adequate visit coverage.
This rota type provides significantly greater flexibility when managing staffing requirements and absences.
Complete the rota
Continue allocating shifts until the full shift pattern has been completed for each member of staff across the entire rota period.
Once all required shift allocations have been made, click Save and Close.
Visit allocation
Care workers are automatically associated with visits assigned to the rota based on the shifts allocated to them.
For example, in a weekly morning rota, three members of staff may collectively cover all required visits, with two staff members allocated each day to ensure sufficient coverage.
Modifying shifts
Shifts within an Ad-Hoc View rota can be modified if required. However:
The associated staff members must first be removed from the shift.
Any changes made will not take effect until midnight on the day the modification is made.
⚠️ Important: Take care when making rota amendments to active schedules, as changes do not take effect until midnight.