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See everyone's Planner, or one person's

Switch between your own Planner, the whole organisation and one named person, and find gaps on the week board.

Checked against the screens:

Every organisation can choose its own words for the people and roles it works with. When you are signed in, this guide uses your organisation’s words. Otherwise it uses the product’s own.

For managers and admins. Opening the Planner shows everyone's work, read only. To change something, look at one named person's Planner.

Steps

  1. Open the Planner. The small drop-down at the top left starts on All practitioners.
  2. Open that drop-down. Choose My planner for your own, or pick a mentor by name.
  3. On a named person's Planner you can plan, edit and book for them. What you create is stored as theirs.
  4. Back on All practitioners, use the week board's search and filters to narrow it down.
  5. Use the state buttons, such as Unassigned, Booked on leave or No room held, to see what needs fixing.
  6. Click a day's name on the board to open that day. Click a session to open it.
  7. To go back to yours, choose My planner again.

If it goes wrong

  • A banner says the view is read only? You are on everyone's Planner. Pick a named person to edit.
  • Your own Planner opens by default? Home is set to your caseload. Change your view in the account menu to see everyone.
  • A link says Back to mine? You followed a link to one person. Press it to return.

Three ways to look

  • My planner: your own sessions only.
  • All practitioners: every session in the organisation, to read and check.
  • A named mentor: their Planner, which you can edit and book into.

Why everyone's view is read only

Nothing is created for everyone at once, so the Planner will not let you change things from the whole-organisation view. The banner says so and tells you to choose a person, or to use the Scheduling screen.

The week board

On everyone's week, the board lists every session by day. It has a search box for a young person, a mentor or a venue. Drop-downs narrow it by mentor, young person and area.

  • Everything shows all of it.
  • Unassigned shows sessions with nobody delivering.
  • Booked on leave shows sessions placed on a day the mentor is away.
  • No room held shows sessions at a venue where no room is reserved.

Small badges on a row, such as On leave and No room, tell you the same thing at a glance. A table of mentors with their counts sits below the board.

Your caseload preference

If you chose the caseload view on Home, the Planner opens on your own sessions by default. Choosing a name or everyone from the menu overrides it for that visit.

Three ways to lookPick the view that matches the job. Only a named person's Planner can be changed.
  1. My plannerYour own work
  2. All practitionersRead only, with the week board
  3. A named personEdit and book for them

How it links together

The week board reads the same bookings, leave and room holds that Scheduling and the venue calendars read. Gaps you find here are fixed on Scheduling or on a person's own Planner. Your choice of view is only for this visit and does not change what anyone else sees. See the guide to finding sessions for the filters.

Questions people ask

Why is the Planner read only for me?

You are looking at everyone's Planner. Choose a named mentor from the drop-down at the top left to plan, edit or book.

How do I book a session for someone else?

Pick their name from the drop-down, then press Create session. The session is stored as theirs.

How do I find sessions nobody is delivering?

On everyone's week, press Unassigned. It lists every session with nobody assigned.

What does On leave mean on a session?

The mentor has booked leave on that day. Move the session to someone else, or to another day.

What does No room mean?

The session is at a venue with rooms, but none is held for it. Open it and choose a room.

Why does the Planner open on my own sessions?

Home is set to your caseload, so the Planner follows it. Pick All practitioners to see everyone for this visit.