Vacant Visits by Client

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    Avery Hamilton

    Agree that this would be very helpful! 

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    Alexandra Dunne

    Hi Alicia Jackson,

    Thanks for the great suggestion! I'll be sure to pass it along to the team for consideration.

    Alex

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    Alexandra Dunne

    Hi Alicia,

    I had a chance to speak to the team and they have taken note of your suggestion but wondered if you could expand on your use case a bit? The added context is helpful when it comes time to plan for future features and enhancements.

    Thanks,
    Alex 

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    Alicia Jackson

    Sure.  Our schedulers work off of their vacant visits when creating a schedule.  We have an area group set up for each person, which our schedulers filter by,  Viewing their all client schedule with filled visits is no problem.  However, if they want to see their vacant shifts, they have a few options that aren't ideal.

    • Scrolling through pages of clients trying to spot the red shifts. 
    • Workforce management tab is fine for that day, but when viewing multiple days is difficult because they are easy to miss the differentiation between dates at quick glance.
    • In the All-Employee schedule, you can view vacant visits, but they are all clumped at the top.  So if I want to see if one client has multiple visits over the week, it is very difficult to do unless I go to their schedule, which disrupts our work flow.  For example, here is what our next week looks like.  The shifts with yellow dots are all for one client.  

     

    In our previous scheduling software, we could pull a calendar that only shows the vacant visits and was broken down by client so we could see their specific vacant visit.  I attached a screenshot below of that as well.  This made it easier to see what was still open for the week vs. the list form available in Workforce Management.

     

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    Alexandra Dunne

    Thanks Alicia! This is really helpful.

    Alex 

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