Creating and Editing Providers Rotas
Rotas are used to identify the times a provider works. The Rota allows:
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A weekly cycle to easily be repeated for a specified number of rotations (e.g., a 3-weekly cycle repeated for one year)
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Additional daily ‘breaks’ in addition to lunches (e.g., for administration, maintenance, research, etc.)
To set up/edit a Rota:
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Click on the Provider Bar to view the Restrict Appointment Times icon.
For example:
Result:
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Click the Restrict Appointment Times icon
to open the Restrict Appointment Times window, and then click the Create Block Rota button:
The Create Block Rota window displays:
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Rota Length (Weeks): Enter the number of weeks in the cycle.
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To repeat the same hours every week the Rota Length would be 1.
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If the provider worked different hours / different weeks then you can select the appropriate number of weeks in the rota.
As the number of weeks is increased (up to a maximum of 6) extra Tabs will be added.
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Start Date: Enter the date you want the rotation/cycle to begin.
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Works On: Tick the check boxes beside each day to indicate when the provider is available.
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Day Start: Enter the appropriate start times for each day, am and pm must be specified, unless using the 24 hour clock.
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Day End: Enter the appropriate end times for each day, as mentioned above using the correct time format.
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Include Lunch: If you wish to include a lunch break, tick the check box. You will then need to enter a start time for lunch, along with a length of the lunch break (not a time).
EXACT will alert if you inadvertently enter a time rather than a duration:
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Include Break 1/Include Break 2: If you wish to incorporate breaks into the day, tick the appropriate check box; enter a start time for the break along with a length for the break. If the check boxes are not ticked no breaks will be included.
The same validation applies as for the Lunch Length.
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Complete the entries for the remaining weeks of the Rotation.
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Click OK to enter the blocks into the appointment book for the selected provider
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