The Weekly Planner is a powerful scheduling tool designed to help rostering teams manage appointments with clarity and efficiency. This article introduces the core purpose of the planner and how it supports day-to-day rostering operations.
What is the Weekly Planner?
The Weekly Planner is a core module designed to simplify and streamline the rostering process. It serves as a visual scheduling tool that enables rostering teams to easily analyse staff availability, allocate appointments, and view scheduled appointments by worker, day, and week.
Key Purpose
The Weekly Planner provides a clear, visual layout that helps teams understand who is scheduled and when, identify gaps or overlaps in coverage, allocate appointments to the most suitable workers, and adjust appointments as needed.
Who is it for?
The Weekly Planner is primarily designed for rostering teams and scheduling coordinators who need a high-level view of workforce appointments.
Weekly Planner Layout
The weekly planner can be laid out into 3 distinct areas:
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The Navigational Bar
This bar contains a variety of navigational features including the ability to change the view from weekly to daily and by user to by client. It allows for jumping to different weeks and access to settings alerts and the legend
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Functions
The Left Hand Menu contains all of the main functions used in the weekly planner which are explained in detail in other articles
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Roster
This is the main component of the weekly planner and contains functionality for manipulating and adding in appointments
You can also check out quick overview video of Weekly planner below:
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