Client v4.6.7 The Client is the person receiving the service, for example health care. In some cases, the Client is the same person as the Customer (bill payer). Clicking the Client icon at the top of the screen gives a Read More …
Tag: client
Uncovered Requirements v4.6.5
Webroster Help – Uncovered Requirements Shows the requirements that require Staff to be assigned. Click on a Client name in the list to select that uncovered requirement. Date From – Enter the start date for the search by entering the date. Read More …
Client v4.6.5
Client v4.6.5 The Client is the person receiving the service, for example health care. In some cases, the Client is the same person as the Customer (bill payer). Clicking the Client icon at the top of the screen gives a Read More …
Client V4.6.4
Client V4.6.4 The Client is the person receiving the service, for example health care. In some cases, the Client is the same person as the Customer (bill payer). Clicking the Client icon at the top of the screen gives a Read More …
Client Group V4.6.4
Mon, 20 Nov 2017 06:00:35, cs97jjm3, [post_tag: 3-8, post_tag: client-group, category: library, post_tag: version-3-8] Client Group V4.6.4 A Client Group is a group of clients who may live in the same area and therefore staff member(s) can be allocated to Read More …
Client v4.1.0
The Client is the person receiving the service, for example health care. In some cases, the Client is the same person as the Customer (bill payer). Clicking the Client icon at the top of the screen gives a list of Read More …
Service Plans
The Client service plan is a template to store the on-going needs of the client and any agreed fixed cost. You can also allocate ‘Preferred’ staff members to the requirement. If the preferred staff member meets all the booking criteria Read More …
Webroster.net Roster Introduction – How to do Basic Rostering
Webroster.net Roster Introduction The roster is where you place all requirements that have been requested by Clients, and enter your Staff members’ availability for work in order to cover those jobs as well as recording which Staff have been booked Read More …
History Reports
History Reports Staff_BookingCreations_History.pdf History Report Including: * Shows created booking details where no edit/delete action recorded against it. * Shows booking date/time * Shows Action * Shows User deleted * Shows Date/Time of Action Client_RequirementCreations_History.pdf History Report: * Requirement creations Read More …
Extras
Extras are items of information that can be included in Client, Staff and booking records. They can be used to record qualifications or next of kin details for example. Extras can also be set as mandatory so that they must Read More …
Starting a repeating requirement on a set day
Example Scenario Starting a repeating requirement on a set day You may want to create a requirement that is to be on the roster every day Monday to Friday, but you want it to start on the Thursday, for example, Read More …
Webroster Client and Staff Features
Information Sheet Webroster Features The Features facility provides an easy means of categorising and sorting both clients and staff. A feature can only be a category – it cannot be a date, time, test note or number. The relevant Feature Read More …