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Completed

Bulk 'email rota' to save each rota as a pdf in carer notes schedule tab

Concerned Well Wisher 3 years ago in Pure CareForIT / Rotas' updated by Stephen Vaughan 2 years ago 4

We email a 7 day rota to the carers so they can plan a week ahead (App only shows a few days). Any amendments are also emailed out. The schedule tab only saves the last pdf and the notes do not have a pdf attached. There is no record of any previous rota sent other than the last one.


Please can we attach the pdf to each note so we have a paper trail.

Answer

Answer
Completed

Hi, we have added some functionality to the next release (due 27th March) of CareForIT which will add an attachment within a note on the carer profile.

We had raised this previously. We had suggested a "History of Rotas" sent for a particular week.

I really liked the bulk email function during my training as it saves time compared to previous software. Now I have had to revert to our previous practice of saving and attaching each individual rota (Please kill me now) as there is no audit trail.

So my colleague has deactivated a carer and all her visits have disappeared. I am about to do payroll and do not have a way to work out what this carer has done? I only have the last emailed rota and support have advised me to go through all the daily schedules to figure it out - not a happy chappy right now.


This needs to be changed, or made crystal clear in training.

Answer
Completed

Hi, we have added some functionality to the next release (due 27th March) of CareForIT which will add an attachment within a note on the carer profile.