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Help > Client Profile > New Client > Creating a Schedule > Assign a Carer to Client Schedule > Manual Carer Assignment
Manual Carer Assignment

If there is no Carer considered suitable for the Client Schedule, you can select the Manual Carer Assignment tab.  By default this will return a list of all Carers active on the system.  You can use the search facility to further define details of your search if you wish.

These may not necessarily be “suitable” (for example, they may already be assigned to a different Client’s Tasks for the relevant date and time) but you will still be able to assign them if you so wish.

Clicking Manual Carer Assignment opens a search window, allowing you to search on all active Carers. 

Select option (you can select multiple Carers if you wish)

Icon indicating they are scheduled to Tasks

Carer ID and Name

Distance Between Client / Carer (illustrates the Number of KM between Carer and Client based on GPS Coordinates captured in both Profiles)

Joining Date

Date of Birth and Gender

Status

Contact Phone Numbers

Address

Email Address

Marital Status

Payroll Number

Groups

No of Hours Scheduled

Salary Type and Unit

No of Hours they are Contracted for

The Contract Unit

Number of Unscheduled Hours (based on Contracted Hours)

The Last Time they worked with this Client

 

 

Once you find the one you want, simply click Select.