Utility Drawer: Reassigning a Caregiver in Bulk
Reassigning a Caregiver to scheduled shifts can be done in bulk in the Scheduling Dashboard’s Bulk Actions.
Bulk Actions
Navigate to the Utility Drawer in the Scheduling Dashboard and select Bulk Actions.
In the Select action field, choose Reassign Caregiver then select the replacement caregiver that will be taking these shifts.
The next selections will depend on what you are looking to change. This can be as broad or as narrow as needed. Keep in mind when making your selections - This is what shifts you’re telling Aaniie Care to look for and match when replacing the caregiver.
For example: If you are looking to reassign a caregiver for just Fridays and Saturdays: Your selection will be the Client, date range and days of the week: Friday, Saturday.
The date range is very important here as well. You want to make sure you’re capturing the entirety of the schedule when making changes.
Your first date in range is the first day this change will take place
Your last date in range is the last day this change will take place. So if this is a permanent change, you will need to select the last day your schedule goes out until.
When you have made your desired selections, click Proceed.
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