Publishing vs Drafts
Overview
The management portal allows users to access the Scheduling Page. Here users can view bookings and make arrangements to the Organisation's Staff Roster for a particular day, week or month.
In the scheduling area, users can allocate and schedule a booking, organise the Careorganisation's team work schedules, modify booking details, cancel or uncancel a booking or service and send job offers to teams.
This area of the management portal also introduces users to Published bookings and Drafts.
What are Published Bookings?
Published bookings are job offers that are offered to available staff.
There are times when something unexpected happens and a staff allocated to a booking will not be able to provide the service. There might be issues brought by suspension, emergencies or sick leave situations.
The management portal provides an efficient way to schedule a replacement worker by publishing a booking. Users will just have to select the staff they would like to make an offer to and publish the booking. The selected staff will then be notified about the job offer.
- Users just need to go to Schedules -> Teams
- Select a booking
- Make the necessary changes
- Click on the Publish button on the top-right corner of the Scheduling Page
What are Drafts?
If Published bookings are offered to available staff, Drafts are bookings that may or may not have changes and is not yet published or offered to other staff.
The management portal allows users who access the Scheduling page to save the changes they have made to bookings and let the publishing be done on a later time. This is a great feature especially when users are not sure or are thinking about making more changes to the booking/s before offering them to staff. There are multiple reasons why this is useful to have and this is the reason that saving Drafts is a feature that the Scheduling page is providing.
- users just need to go to Schedules -> Teams
- Select a booking
- Make the necessary changes
- Click on Save Draft (see image below) or let the Auto save feature kick in
Publishing vs Drafts?
This really depends on the situation that a user is in.
If the situation calls for an staff replacement in a timely manner, then Publish a booking. If the user makes changes to a booking and needs time to decide when to publish, just save the changes as a Draft.
Related Articles
Publishing your Staff Roster
Overview The Scheduling area is where you will organise and publish out the roster to your staff. As you allocate bookings to Staff Members, it is necessary for Coordinators to publish their Staff Roster. Doing so will finalise the bookings and ...Handling Duplicate Published Bookings
Why you need to handle duplicated bookings Rostering and managing team schedules in the scheduling area is a vital and time sensitive task for care organisations. Schedule changes happen and teams need to be able to find the most suitable and ...Run Shifts vs Broken Shifts
Overview It is of utmost importance that staff get paid right on all of the bookings they have for a certain period. CareVision allows care providers to view the award interpretations of all the staff based on their shifts within a pay period. In ...Guide to the Teams Scheduling Area
Overview The CareVision Management Portal's Teams Scheduling Area is where you make the necessary arrangements to your Staff's Roster for a particular day, week, or month. From here, you can: Allocate and schedule a booking or a service to a Carer ...Advanced Scheduling - Auto Roll Over Rosters for a Rolling 2 Months
Overview The enhanced Scheduling page in Carevision offers a faster experience with only minor changes to the display compared to the previous version. This update ensures quicker loading times while maintaining a familiar interface, allowing users ...
Request an Article or Guide
We are keen to know what you want to know more about? Let us know on chat or raise a ticket for an article or topic you would like covered in more detail. We have a team of technical writers and learning content creators keen for your suggestions.