Civica Scheduling Analytics - Weekly Planner

The purpose of this dashboard is to enable your organisation to have an overview of daily snapshots highlighting key areas such as Check In/Out compliance and Visit Outcomes. Access to this information is only enabled for users with Account Manager access to Civica Scheduling.

To view this dashboard go to the Analytics menu tab and select 'Weekly Planner':

Select the desired Start/End Date and Group/s that you wish to display data for. Click 'Apply Filters' to run the search.

The Week View displays the capacity vs allocated/unallocated demand by hours and minutes each day.

By selecting the desired date tab at the top, you will see a series of boxes portraying different data sets of daily snapshots highlighting key areas. This includes:

• Demand of total visits against unallocated visits 
• Capacity
• Caseload
• Contact Time and Compliance
• Visit Outcomes

Capacity Details provides information on the total number of staff against which band they are in and whether they are available and/or have been allocated visits.  Unknown banding displays the number of staff profiles that have not got an NHS band set in their profile (Click here for more information on setting an NHS band)