Individual Tasks are all Colour Coded to give you a quick view of their status, and a colour coding key is provided at the bottom of the Calendar View screen.
Carer Calendar View differs slightly from Client Calendar View in that you cannot view Unassigned Tasks on the Carer Calendar View – this is because these are not assigned to the Carer. On the Carer’s Schedule you can only see Tasks that have been assigned to the Carer. There is, however, an exception to this rule, which is outlined below. Please refer to Show Client Off-Service Tasks/Carer On Leave Tasks for full details. You can see the following types of Tasks on a Carer Schedule in Calendar View:
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§ Blue
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Unassigned (No Carer is assigned to this Task) |
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§ Brown |
Assigned (A Carer is assigned to this Task)
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§ Green |
In Progress (A Carer is currently attending this Client Visit) |
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§ Red |
Delayed (The Scheduled Task Time has expired without either a Carer clocking in via IVR or a user manually Marking Attendance)
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§ Turquoise |
Completed (The Task has been completed)
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§ Yellow |
Cancelled (The Task has been Cancelled)
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§ Purple |
Update Required (The Task is Assigned or Unassigned, but requires Confirmation before a user can Mark Attendance
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You can also view the following from the Carer Calendar View: