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--- ccprefs [2017/11/24 11:32]
cfadmin
+++ ccprefs [2017/11/24 11:49]
cfadmin
@@ Line 1: / Line 1: @@
 ====== Client & Carer Preferences ======
-It is possible to set preferences on both client and carers within CareFree, this gives you the ability to make CareFree present more realistic call allocations based on the preferences you have set.
+It is possible to set preferences on both client and carers within CareFree. This gives you the ability to make CareFree present better call allocations based on the preferences you have set.
-For instance it is possible to set a preference so that a carer is barred from attending a certain client. Or when it comes to double-ups you can make it so that two carers who do not get along will not work together.
+For instance it is possible to set a preference so that a carer is barred from attending a certain client or vice versa. Or when allocating double-ups you can make it that two carers who do not get along will not work together.
 To set preferences first navigate to either the client or carers section from the top menu bar:
@@ Line 17: / Line 17: @@
 {{:wiki:rotasdropdown_preferences.png?nolink|}}
-Once you are in the preferences are you will then see the main preferences screen as follows:
+The main preferences screen is then presented:
 {{:wiki:carer_preferences.png?nolink|}}
@@ Line 36: / Line 36: @@
 {{:wiki:carer_preferences_exclusions.png?nolink|}}
-) Select the exclusions tab from the top menu.
+**1)** Select the exclusions tab from the top menu.
-) This is where you can set the clients this carer does not want to visit, this could be a family member for instance.
+**2)** This is where you can set the clients this carer does not want to visit, this could be a family member for instance. To add press the Green plus+ button as pictured in the red box.
+**3)** This section allows you to add other carers who cannot work with this carer, this stops double up calls with the two carers. To add press the Green plus+ button as pictured in the red box.
+===== Client preferences =====
+Client preferences are done exactly the same as a Carer, the only real difference is that under exclusions you only have one section which is "Carers this client does not NOT want to be visited by" and you add people in the same way using the green + button.

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