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The schedule shows your organisation’s visits as a calendar. Use it to see who is where, spot gaps and clashes, and move visits around. Who can do this: anyone whose role includes View schedule, which is every role by default. Moving, resizing and reassigning visits needs Edit schedule. By default that is Organisation Owners, Service Provider Admins, Care Managers and Care Coordinators. Your organisation can change this in Settings > Permissions. Your organisation may use different words for some things, such as “Service users” instead of “Support recipients”. Elate shows your organisation’s words everywhere, so follow what you see.
A Carer sees only their own visits in the schedule. Most carers use the Elate Care app instead: see My day, People and My week.
The Team Schedule in Day view, with the Unassigned lane first, a column per carer and the Filter panel open (demo data)

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Open the schedule

1

Go to Schedule

In Elate on the web, select Schedule in the sidebar.
2

Pick a date

Use Today, or the arrows beside it to step back and forward. To jump to a date, select the date shown next to the arrows and pick one from the calendar.
3

Choose a view

Open the view menu and pick Agenda, Day, Week, Month or Timeline.
The schedule opens on Day on a wide screen and on Agenda on a narrow one. When you pick a view, Elate remembers it for next time.

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The five views

The time views cover the full 24 hours and open scrolled to 07:00.

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Group by team or by support recipient

The page title is also a menu. Select it (it reads Team Schedule or Support recipient Schedule) and choose:
  • Team: one column per carer, so you can see who is where.
  • Support recipient: one column per support recipient, so you can see who visits them.
In Team grouping, an Unassigned column comes first. It holds visits that nobody has been given yet. If your schedule is set to an active group, a banner says Showing and the group’s name. Select Show everyone to see the whole organisation. See Groups and offices.

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Read the colours and markers

Select Legend to see what each colour means. Every visit has one status: Two markers can also appear on a visit:
  • Conflict: the same carer has an overlapping visit. Cancelled and missed visits never count as a conflict.
  • Late: the visit is planned, its start time has passed and nobody has checked in yet.

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Filter what you see

Select Filter to open the filter panel. On a wide screen it sits beside the calendar; on a narrow screen it slides in from the side. In it you can:
  • pick a date from the small calendar
  • choose a Status to show only those visits
  • tick or untick people in the Carers (or Support recipients) list, or select Show all
  • tick Show empty day columns to include people with nothing booked
  • tick Show bank holidays or Show travel time (see Bank holidays and travel time)
The Filter button shows a number when a filter is hiding something. In the Day and Agenda views, once there are more than six columns, people with no visits are hidden. Select +N with no visits at the end of the columns to show them, and Hide empty to hide them again. You can also pin a person’s column so it stays first. If you can edit team records, you can change a carer’s colour from the Carers list in the filter panel.

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Move a visit by dragging

If your role includes Edit schedule, you can change visits straight on the calendar in the Day, Week and Timeline views. Times snap to 15-minute steps.
  • Move: drag the visit to a new time.
  • Change its length: drag the visit’s edge.
  • Give it to someone else: in Team grouping, drag the visit into another carer’s column in Day view, or onto another carer’s row in Timeline view. Drop it on Unassigned to take it off a carer.
  • Create a visit: in Day or Week view, drag across empty space to start a new visit at that time. Selecting an empty slot without dragging starts a one-hour visit. See Creating and editing visits.
If the carer already has a visit at that time, Elate shows a Conflict warning but still saves the change. To open a visit, select it. See The visit sheet on the web.