Moving, copying and cancelling shifts

Once shifts are on a calendar, you can change them without opening each one. You can do all of this on a person's Calendar tab, and on their row of the Schedule Board.

Move a shift to another day

1. Drag the shift onto the new day.
2. Read what the move will do and confirm it. If the caregiver is not active on the new day, you are told, and they come off the shift.

Some moves are refused, with the reason. For example, the shift's times are locked, the client is not active that day, or the authorization does not cover it.

Select and copy shifts

1. Select shifts by dragging a box around them from an empty part of the calendar, or by Ctrl-clicking each one. A bar appears across the top of the calendar.
2. Click Copy (or press Ctrl+C).
3. Click the day to paste on, or point at it and press Ctrl+V. The earliest shift lands on that day and the rest keep their spacing.
4. Check what will be made and confirm.

Copies are made as open shifts, without the caregiver. What you copied is kept while you move around the calendar, so you can copy a week and paste it into next month. Click Clear (or press Esc) when you are done.

Act on several shifts at once

The selection bar also has:

• Share and Confirm, for the client or the employee. See Confirming and sharing schedules.
• Add, which places one of your agency's schedule templates against the one shift selected.
• Call off and Cancel, described below.
• Restore and Delete for cancelled shifts.

Cancel or restore a shift

In the schedule editor, click Cancel, give a reason, and click Cancel schedule. A cancelled shift says so, and why, at the top of the editor. Restore brings it back. A cancelled shift with no work on it can be deleted for good with Delete. This cannot be undone.

Call off a caregiver

When a caregiver cannot make a visit, for example because they are sick, click Call off in the editor:

1. Choose the code their hours go to, or Don't record their hours.
2. Say why they are called off.
3. Click Call off caregiver and confirm.

The caregiver is taken off and the visit is left open for someone else. With a code chosen, their hours become a shift of their own on that code. Both confirmations on the visit are withdrawn. Only editing the shifts undoes a call-off.