Creating a Schedule

Scheduling is optional but it is an excellent tool to allow DCW/Employees to start a visit easily and quickly without searching for the Recipient.

1. From the menu, select the arrow to expand Scheduling and select Schedules.

2. Select Create Schedule.

3. The Create Schedule screen appears on the right and the Preview on the left. 

4. Complete the required fields. 

5. Under the Select DCW/Employee, select the field and start typing DCW/Employee’s name. Once found, select the name. 

6. Under the Schedule Event(s), complete the required fields. 

7. Once all required fields have been completed, select the Create Preview. You can also Cancel and start again.

8. On the right-hand side of the screen, the schedule will be displayed to verify schedule information prior to creating the schedule. A schedule has not been created until Save is selected. 

9. Select Save to confirm the schedule.