What Is the Scheduling Board

The Scheduling Board is where rostering happens, so knowing the board well helps rosterers give each booking to the right worker quickly and confidently. This topicprovides an introduction to the Scheduling Board.

KEYWORDS: scheduling board, carevision rostering, unscheduled bookings, staff availability, contract hours, view unscheduled tasks, roster filters, pending job offer, roster colours, schedules teams

Scheduling Board

The Scheduling Board is CareVision's rostering screen. The board shows bookings on a timeline, with time running from left to right. When a quote is accepted, the system creates a care plan, and the care plan creates the bookings.New bookings have no worker yet, so the bookings wait in the grey Unscheduled area at the top of the board. Below the Unscheduled area, each worker has a row. Rostering means moving each booking from the Unscheduled area into a worker's row, then publishing the roster so the worker receives the booking.

Open the Scheduling Board

In the left navigation pane, click Schedules.
Click Teams or Teams V2.
The Filters panel opens first. Set the filters or click Apply and set the filters later.

The buttons along the top

Button	Description
View Unscheduled Tasks	Shows or hides the Unscheduled area, where bookings with no worker wait.
Filters	Narrows the board, for example to a client, service, care manager, department, or region.
Autoschedule	Gives the unscheduled bookings to suitable workers in one click.
Date and view	The arrows and calendar change the date. Today returns to today. You can filter by workday, full day, or week..
Publish	Sends the roster to the workers. Nothing reaches a worker until the roster is published.

The main areas of the board

Area	Description
Unscheduled	The grey area at the top. Every booking here has no worker yet.
Pending Job Offer	The thin row under the Unscheduled area. Bookings offered to several workers wait here until one worker accepts.
Staff list	The workers down the left side, with each worker's name and role. Click a worker's name to see the worker's work schedule, contract hours and availability.
Worker rows	One row per worker, showing the bookings given to that worker.
Current time	The orange vertical line. Bookings to the left of the line are in the past.

Colours on a worker's row

Colour	Meaning
White	Work availability: the worker's ordinary hours, as set on the worker's profile.
Green	Contract hours: the hours the worker is contracted to work.
Yellow	Unavailable: no availability is recorded for that time.

Note: Treat availability as a guideline. A booking can still be placed outside a worker's availability when needed.

Colours and marks on bookings

What you see	Meaning
Solid pink	The booking has no warnings.
Stripes	The booking has a warning. Click the i icon on the booking to read the warning.
Dashed outline	The booking is selected.
Price on the booking	Forecast costs are color-coded by status: Planned (black), Confirmed (blue), and Claimed (green)
Solid purple	A scheduled break that has been published.

Day view and Week view

The board opens in Day view. Click Day and choose Week to see the whole week's roster at once, which is useful when rostering a week or a fortnight ahead.

This topic explained what the Scheduling Board is, how to open the board from Schedules > Teams, and how to read the board's buttons, areas and colours. For more information about the Scheduling Board, contact the CareVision Support Team.