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Help > Client Profile > New Client > Viewing Schedules > Functionality Available on Multiple Tasks
Functionality Available on Multiple Tasks

When in Calendar View, you can update multiple Tasks simultaneously by selecting several Tasks and right clicking on any of them. The following options will then appear:

1.        Find Suitable Carer

This allows you to assign a suitable Carer to these multiple Tasks.

2.        Manual Carer Assignment

This allows you to manually assign a Carer to the Tasks.

3.        Rota Assignment

This allows you to view and compare multiple Carer Schedules for the purpose of reassigning 1the Tasks.  Refer to  

Rota View_Ref381970644 for full details on this functionality.

4.        Unassign Carer

This allows you to unassign the Carer(s) from the selected Tasks.

5.        Cancel

This allows you to cancel these Tasks, using one of the following options:

o    Cancel Visit, Payroll and Billing

o    Cancel Visit and Payroll but Send to Billing

o    Cancel Visit and Billing but Send to Payroll

o    Cancel Visit but Send to Payroll and Billing

o    Cancel Visit but send 1/2 to Payroll and Billing

o    Cancel Visit but Send Fixed Amount Payroll and Billing

6.        Task Service Time

This allows you to update the Task Time for whichever Tasks you have selected.