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What can you do with the services view?
This text describes how the services view on an information board can be used to indicate who is present at what time or what task they are performing at that moment.
To do this, the relevant services must be set up per location. These services can be defined, for example, by time period (such as “Morning”, “Afternoon”, “Evening”) or by task (such as “Kitchen duty”, “Laundry”).
Subsequently, those performing the services can easily sign themselves up for and off from the services via the interactive information board. This can be done for both the current day and for the future.
If someone falls ill or services are swapped, this can be adjusted with a few clicks and the information on the board is updated immediately. This ensures clarity and transparency for everyone.
Getting started with service planning on information boards
To get started with service planning, we will set up a few things in advance:
- Which locations are there?
- Which services are there?
- Which employees or clients will we schedule?
Setting up locations
Add a location via the “Settings” -> “Locations & Services” tab. Click on:
Start by determining the locations for which you want to display services. A location can be a real address (for example, a physical residential location) or a location / department within a residential / work environment.
Adding services
Then click on:
You will now see a window where you can set the name of the service, and the start and end time. This way you can add the services of a day one by one to your location.
Adding a sleep service:
If you want to add a sleep service, it is possible that a service has a start time of, for example, “19:00” and an end time of “07:00”. The service then extends over the night. On the information board, you will see this night service displayed twice: at the beginning (the night service that started the day before) and at the end of the day (the night service of the current day).
- Once you have added this service, you can adjust it and add an icon for the service (optional). You can find these settings here:
Adding supervisors
Next, you can create a person for each employee who will participate in the service planning.
Go to “Supervisors” from the home screen. Here you can add a person for each supervisor.
If you set a photo for each employee, it will also be visible in the services view.
You can, of course, also have other people participate in the services. For example, planning who will tackle which task on which day.
Adding display to the information board
The last step is actually displaying the services on an information board.
Within the online environment, go to your information board. Then select “edit board”. You will find this option in the top right of the screen.
Then add a new component via a + button. This button can be found above or below an existing block. The + button can be recognized by:
When you add a new row, a larger variant of the + button appears:
You can now add a component to the information board.
Then select the location you just created.
Your component has now been placed on the board and immediately goes to the settings of this component. Now you can select which supervisors or people should be linked to this component.
Planning services on the information board
Do you have the services view on the information board? Then you can now start planning the services!
Scheduling can be done in 2 ways:
- You can log in to your account via both your mobile and your computer. Then go to the information boards section to fill in your schedule.
- On the information board, you can fill in the services.
To do this, click on the calendar icon of the services view itself.
You can now simply sign people up or off for each service for the current day by clicking on the person. Use the calendar to plan ahead as well.
Do you have an information board with touch support? Then you can easily set the services on the board itself. Do you not want everyone to be able to do this? In the settings, you can also set a PIN code for this component. You can get here by clicking on the black pencil icon:
Useful tips:
Via the settings of this component, you can set different weekly views for your component. Here you can read which frequently used options are available.
Here you can turn on the weekdays in the display. If looking ahead provides too much stimulation for the target group, you can also disable this function.
For example, it is possible to show the services of the next day from a certain time. This is useful if you have the above-mentioned function turned off.
Do you want to limit it to today and tomorrow only? The following switch is visible on the information board:
Sometimes you have a service that only occurs on Wednesdays, for example. You add this service when you add services to your location. By enabling this setting, the display will only show the services that have been filled in.