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Printing / Emailing Carer Rotas

Carer rotas can be printed or emailed from CareFree. It is particular important to know how to perform these actions for business continuity purposes. Carer rotas can be produced individually or in bulk.

Printing / Emailing Individual Carer Rotas

1. From CareFree, open the Rota

The location of the rota toolbar

2. Choose the Carer whose rota requires printing and / or emailing to the left

3. Select the appropriate week you wish to print / email for the Carer. Click Mon to go to this week

4. Select the appropriate format in which you want your rota to show in by using the drop-down box at the top of the rota

Rota formats can be created by our support desk, you can turn on a variety of formats by going to Tools and Reports Setup from the CareFree top menu.

5. At the bottom of the rota, press the Drop-down Arrow next to the Preview button to either Preview, Print, Email or Export the rota

Please note, if you are emailing from CareFree you must have your email setup configured in your Personal Options. If you're unsure on how to do this click here for more information.


Printing / Emailing Carer Rotas in Bulk

1. From CareFree, open the Reports screen

The location of the reports screen

2. Go to the Service Delivery report section
3. Click on the Rotas and Timesheets report

4. Start by selecting the date range of the report using the Choose the Dates tab

5. In the Select from the List tab, you can choose who you want to show on the report

6. Use the Rota & Email Options on this tab to change the format in which you want to show the rota in

7. You can change which call statuses appear on the rota by using the Status tab - for example, some companies prefer not to show cancelled calls on the Carer rotas (NCR calls)

8. You can also display certain Companies / Branches on this report using the Branch tab

9. Once all your selections have been made, press the Preview button at the bottom of the screen. The standard Rota format looks the image below

10. Once you are happy with the report, close the report by pressing the cross at the top right of the report. You can use the drop-down on the preview button to Print, Export or Email

Please note, if you are emailing from CareFree you must have your email setup configured in your Personal Options. If you're unsure on how to do this click here for more information.




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printcarerrotas.txt · Last modified: 2020/12/11 10:34 by dominich