Scheduling Planners are used to help organize and manage visits that need to be filled or confirmed. The Planners display Unfilled and Filled visits. Unfilled visits appear on the Scheduling Planner in red text which indicates that an employee has not yet been assigned to a visit. Filled visits appear on the Scheduling Planner in either black (regular visit pattern) or blue (one-time visit) text. These visits have an employee attached to a visit but the booking has yet to be finalized.
Note: visits on a Scheduling Planner will not display on the Employee schedule in Procura Mobile.
Access the Scheduling Planner from the Main Ribbon > Scheduling > Planners
There are 3 main sections to the Planner.
1. Planner. The filters and planner specific visits appear here.
2. Visit Information. When a visit is selected some Client and Employee information will appear here.
3. Tasks. The selected planner specific tasks appear here. See the article on Tasks to learn more.
You can change the view of the planner by dragging columns. Note: Procura will remember the current display settings.
Contents in this article:
Selecting a Scheduling Planner
Each department has their own planners. If you belong to multiple departments, ensure that you have selected the correct department in order to view the applicable planners.
To view a planner, follow these steps:
1. Open Planners under Scheduling in the Main ribbon.
2. Choose the correct department (if not already selected).
3. Select the Planner you want to schedule from by scrolling through the list using the scroll bar.
Note: Although you can see many types of Planners - the Area and Non Stat Planners are the only planners that contain visits. The rest are best managed in Tasks.
4. A list of all filled and unfilled visits will appear according to your filter choices.
Filter Types and Descriptions
| Dept. | sort by HS department |
| Planner | sort by type of planner - Area or Non Stat |
| Client | see only visits applicable to a selected client |
| Employee | see only visits applicable to a selected employee |
| Date |
sort by: Starting - see visits beginning from a start date sort by: Between - see visits between a date range |
| Client/Emp. Group | see only visits if the emp/client belongs to a specific Group |
| Client Area | sort by client area |
| Emp. Area | sort by employee area |
Non Stat Planners
These planners show visits that are scheduled on a Stat Holiday, but the client has not been authorized to receive stat service. Note: Stat authorization is recorded on the client order. There is only one Non Stat Planner for each home support team.
To view a Non Stat planner, follow these steps:
1. Open Planners under Scheduling in the Main ribbon.
2. Make sure to choose the correct department if you work in multiple departments.
3. Choose the Non Stat Planner that applies to your team. Eg. VN - Non Stat, VS - Non Stat etc.
A list appears of all the visits that need to be rescheduled or cancelled. **Refer to your team for workflows on Stat scheduling.