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When is Overview customization going to be available?
My team is beginning to start our workflow testing. We already have major concerns about how the Overview page provides us less visibility of the pieces we need and provides unneeded information (e.g. white space, facility (which just prompts an error right now anyway) etc.) When is the customization of the Overview going…
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Scheduling pop up - Override Conflicts
For each visit we are creating during the testing, we are getting a 'conflicts' pop up message even though we have checked the employee and client do not have any conflicts on their roster. Can this is changed to only appear if there are valid conflicts. Thank you
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User is unable to add service instructions
We have a user who is part of a scheduler role and the ACL edit service instructions is enabled, however, they are unable to enter or update any service instructions. They have the ability now under the current visit dialogue Is this a bug ? I am sys admin, I can add and edit.
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Tabs position/flexibility to Adjust
Would be great if there was flexibility in moving the Tabs around as per our preferences as we don't use the Match Tab. Also, would it be possible to relocate the Visit Premiums Card (currently in the Accounting Tab), to the Overview Tab? Previously Premiums were in their own section. This would make more sense/better…
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Employees without service skills
Requesting for the ability of a flag or warning feature to appear when you assign an employee to a vacant visit who does not have all of the defined service skills. eg: this service requires a male, female, medication skill. The CW selected (not through matching) does not have the required skills but I was not flagged or…