1. New Starters Part 2 – Live Rostering Business Manager Learning Webinar
Please note the Trainer will mute your microphone when you enter the Training Room
Duration: 1 hour
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2. The GoToMeeting Console
Slide away console
Select Telephone to be provided with Dial In information
Microphone controls
Raise Hand/Lower Hand
Chat Window – Ask a question for the Organiser/Trainer to see

3. Agenda

4. New Starters – Live RosteringTraining Topics1
Using the Visit Schedule 2
Allocation of Visits 3
Setting Preferred Workers 4
Using the Timeline Feature 5
Amending Visits and Availability 6
Confirmation incl. Exceptions

5. Learning Outcomes

6. After this session I will be able to…
Use and filter the visit schedule
View all available information inside a visit
Quickly allocate visits to the best carers
Confirm visits have happened
Use exceptions where visits differ from the planned rota
Set preferred workers to work with clients
Apply amendments to visits and create ad hoc new ones
Use the timeline feature for more visual rostering

7. After this session I will be able to…
Use and filter the visit schedule
View all available information inside a visit
Quickly allocate visits to the best carers
Confirm visits have happened
Use exceptions where visits differ from the planned rota
Set preferred workers to work with clients
Apply amendments to visits and create ad hoc new ones
Use the timeline feature for more visual rostering

8. After this session I will be able to…
Use and filter the visit schedule
View all available information inside a visit
Quickly allocate visits to the best carers
Confirm visits have happened
Use exceptions where visits differ from the planned rota
Set preferred workers to work with clients
Apply amendments to visits and create ad hoc new ones
Use the timeline feature for more visual rostering

9. After this session I will be able to…
Use and filter the visit schedule
View all available information inside a visit
Quickly allocate visits to the best carers
Confirm visits have happened
Use exceptions where visits differ from the planned rota
Set preferred workers to work with clients
Apply amendments to visits and create ad hoc new ones
Use the timeline feature for more visual rostering

10. After this session I will be able to…
Use and filter the visit schedule
View all available information inside a visit
Quickly allocate visits to the best carers
Confirm visits have happened
Use exceptions where visits differ from the planned rota
Set preferred workers to work with clients
Apply amendments to visits and create ad hoc new ones
Use the timeline feature for more visual rostering

11. After this session I will be able to…
Use and filter the visit schedule
View all available information inside a visit
Quickly allocate visits to the best carers
Confirm visits have happened
Use exceptions where visits differ from the planned rota
Set preferred workers to work with clients
Apply amendments to visits and create ad hoc new ones
Use the timeline feature for more visual rostering

12. After this session I will be able to…
Use and filter the visit schedule
View all available information inside a visit
Quickly allocate visits to the best carers
Confirm visits have happened
Use exceptions where visits differ from the planned rota
Set preferred workers to work with clients
Apply amendments to visits and create ad hoc new ones
Use the timeline feature for more visual rostering

13. After this session I will be able to…
Use and filter the visit schedule
View all available information inside a visit
Quickly allocate visits to the best carers
Confirm visits have happened
Use exceptions where visits differ from the planned rota
Set preferred workers to work with clients
Apply amendments to visits and create ad hoc new ones
Use the timeline feature for more visual rostering

14. After this session I will be able to…
Use and filter the visit schedule
View all available information inside a visit
Quickly allocate visits to the best carers
Confirm visits have happened
Use exceptions where visits differ from the planned rota
Set preferred workers to work with clients
Apply amendments to visits and create ad hoc new ones
Use the timeline feature for more visual rostering

15. After this session I will be able to…
Use and filter the visit schedule
View all available information inside a visit
Quickly allocate visits to the best carers
Confirm visits have happened
Use exceptions where visits differ from the planned rota
Set preferred workers to work with clients
Apply amendments to visits and create ad hoc new ones
Use the timeline feature for more visual rostering

16. Thank you for your participation.
New Starters (part 2) – Business Manager Learning Webinar
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