This functionality worked extremely well in a system I have used called Select. It enables you to move calls from one view, reassign staff etc. Also had the option to right click and cancel etc. I'd love to see this as a part of CareForIT.
I think the two click system as it is is great for allocating work and not so prone to errors the way the list of available carers reorders to show those that are available to cover the visit..
More than a drag and drop to change the assigned carer with this functionality I would like to be able to drag a visit left or right to update the scheduled time.. So a visit can be nudged earlier or later by say 5 min or more to create travel time or make space to fit in another visit..
A further idea that we have discussed to enhance the existing functionality on the wall is the ability to 'compress' visits.
This would enable you to compress a run of visits so that the time between visits is the exact travel time required (i.e. a visit would finish at 8:30am and the next visit would start at 8:33am - assuming 3 minutes travel time is required).
I can see where that would be very useful in a situation where the visit times through the day are not that important.. Of course for this functionality the system probably needs a standard "transit" time as well to allow for getting to the car and getting from the car, maybe 1 or 2 min each side of the google determined travel time which could be a settable parameter in the settings..
In our situation the SU's tend to request a certain time and we do our best to deliver the service at that time.. We tend to use the list view when assigning carers which gives an indication of who is closest to reduce travel time and avoid someone traversing right across town.. We then review on the wall view because the system doesn't automatically make sure there is enough travel time and often there are visits that are back to back.. In this situation it would be good to easily "nudge" the visit to create enough travel time if that is preferable to reallocating the visit to someone else..
Would also be very useful to have address and contact details on rollover in this view. As with staff, rollover for contact details would make life much easier.
Ideas
This functionality worked extremely well in a system I have used called Select. It enables you to move calls from one view, reassign staff etc. Also had the option to right click and cancel etc. I'd love to see this as a part of CareForIT.
I think the two click system as it is is great for allocating work and not so prone to errors the way the list of available carers reorders to show those that are available to cover the visit..
More than a drag and drop to change the assigned carer with this functionality I would like to be able to drag a visit left or right to update the scheduled time.. So a visit can be nudged earlier or later by say 5 min or more to create travel time or make space to fit in another visit..
Hi Harley, thanks for the feedback.
A further idea that we have discussed to enhance the existing functionality on the wall is the ability to 'compress' visits.
This would enable you to compress a run of visits so that the time between visits is the exact travel time required (i.e. a visit would finish at 8:30am and the next visit would start at 8:33am - assuming 3 minutes travel time is required).
Hi Dan,
I can see where that would be very useful in a situation where the visit times through the day are not that important.. Of course for this functionality the system probably needs a standard "transit" time as well to allow for getting to the car and getting from the car, maybe 1 or 2 min each side of the google determined travel time which could be a settable parameter in the settings..
In our situation the SU's tend to request a certain time and we do our best to deliver the service at that time.. We tend to use the list view when assigning carers which gives an indication of who is closest to reduce travel time and avoid someone traversing right across town.. We then review on the wall view because the system doesn't automatically make sure there is enough travel time and often there are visits that are back to back.. In this situation it would be good to easily "nudge" the visit to create enough travel time if that is preferable to reallocating the visit to someone else..
Would also be very useful to have address and contact details on rollover in this view. As with staff, rollover for contact details would make life much easier.
Sarah Sabater and Carol at the Care Company South has also highlighted to me that drag and drop on the wall is a highly desirable feature.
Hi this is a need for us too - I see the drag and drop functionality was planned 2 years ago? can we please have an update. Thanks