Listed below are some of the most common reasons for a staff member not being allocated to a job/call that they have been set as a default to attend after clicking the "Allocate Staff/carers" button.
Availabilities
Please be aware that on some Civica Scheduling accounts, "Unspecified" or Blue availability blocks will be treated as being unavailable, if a carer has unspecified availability in the same time period as the call they have been defaulted to then Civica Scheduling will believe that the carer is unavailable to attend that call at that time so it will not automatically allocate the carer.
Clashes
Civica Scheduling will not automatically allocate any calls that will have an outcome of a clash, a clash is when a carer is allocated to two calls at the same time meaning that one call will go unattended. The best way to tell if a carer is assigned to another call at that time is by going to the 'Compact View' and searching by their name on that day to see if they have any other calls that may be assigned for the same time.
Staff Leave
If a carer has scheduled leave on the date and time (This will include annual leave, sick leave, and any other types of leave that are stored on Civica Scheduling).
During the time that a carer is on leave, their availability will be set as being unavailable meaning that Civica Scheduling will not automatically allocate them to any calls so they will be flagged up as red so they can be reallocated to someone that is available at that time.
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