Follow these steps
Step 1:
From the left navigation menu, click on Scheduler.
Step 2:
In the top-right corner, click on the dropdown arrow next to + Shift, then select Add in Detail.
Step 3:
Enter the required shift details.
Step 4:
Scroll to the Tasks & Goals section.
Step 5:
Enter the Task Title and Task Description.
Step 6:
If required, click on Add Goal to create a new goal or milestone for the task.
Step 7:
Alternatively, if goals or milestones have already been created for the client, select the checkbox on Existing Goal/Milestone.
Step 8:
Click on + Add Task or Add Task.
Step 9:
Once the task/Goal & milestone has been added, it will be displayed below the Tasks & Goals section.
Step 10:
Enable the Publish Shift option if you want the shift to be published immediately.
Step 11:
Click on Create Shift.
Notes:
Step 1:
- You can add multiple tasks to a single shift.
- Goals and milestones are optional and can be added when creating the task or can be attached if they already exist for the client.
- Once the shift has been published, the assigned employee can view the assigned tasks and any associated goals or milestones in the RotaWiz Carer mobile application.