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verify
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| Both sides previous revision Previous revision Next revision | Previous revision | ||
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verify [2017/09/12 13:14] cfadmin |
verify [2018/02/13 11:08] (current) cfadmin |
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| Its up to you as a business how you do this. | Its up to you as a business how you do this. | ||
| - | <WRAP center round important 60%> | + | <WRAP center round important 100%> |
| Verify is a crucial part to the financial systems within CareFree, its important to correct any mistakes at this point so that the finalised wage/invoice sheets are correct. | Verify is a crucial part to the financial systems within CareFree, its important to correct any mistakes at this point so that the finalised wage/invoice sheets are correct. | ||
| </WRAP> | </WRAP> | ||
| Line 28: | Line 28: | ||
| {{ :wiki:locked_call.png|}} | {{ :wiki:locked_call.png|}} | ||
| If you don't see any problems with a call you can double-click in the "L" field and this will lock the call. Locking the call means no changes can be made to that call anymore and will appear locked even on the rota: | If you don't see any problems with a call you can double-click in the "L" field and this will lock the call. Locking the call means no changes can be made to that call anymore and will appear locked even on the rota: | ||
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| + | If a call is missed ("S" column has an "X") and you know the call has been done, possibly due to a ECM problem, then you can double click in the "O" column to override the initial status, if you keep double clicking in this field it will cycle through the call keys as detailed in the above picture. | ||
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| + | If you want to change times and other details of the call, then just double click on the call in verify (just not on the override and lock fields). You will then see a screen which looks like this: | ||
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| + | {{:wiki:verifydoubleclick.png|}} | ||
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| + | Notice that you now have much more flexibility in changing the call details, we can change times, the carer and even the contract which is paying for this call. | ||
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| + | If you do need to make any changes you will need to supply a variation reason (more can be [[items|added in items]]) if you don't find one which suits your needs. | ||
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verify.1505214877.txt.gz ยท Last modified: 2017/11/23 14:24 (external edit)
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