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How to schedule your activity

Learn how to schedule activities in the app and in the web portal

The scheduling feature allows users to plan and schedule activities for future start dates. These scheduled activities are accessible within the GetHomeSafe app, providing users with the necessary information such as dates and times for when they should start activities.

If a user misses a scheduled activity, a ‘Missed Start‘ alert is triggered. This can be configured to notify supervisors. This helps keep activities on track and ensures they are started and completed as planned.

For more information on configuring scheduling settings and how to delete and edit schedules check out the following article: Managing Schedules

Scheduling Activities

Activities can be scheduled from the New Activity page in the app and web portal and the Schedules page in the web portal.

  • Regular users can create and edit their own schedules.
  • Team leaders can create and edit schedules for both themselves and their team members.
  • Admins have full scheduling control, allowing them to create and edit schedules for anyone in the organisation.

 

Scheduling an Activity from New Activity: App and Web Portal

Schedule start and finish fields are only available when using ‘Plan for Later’ and ‘Request Approval’ if the scheduling feature is enabled.

  1. Log into the app
  2. Select ‘New Activity’.
  3. Populate activity details. 
  4. Select ‘Plan for later' or ‘Request Approval’
  5. Name the activity.
  6. Add scheduled start and finish times.
  7. Select ‘Plan for later' or ‘Request Approval’ to save schedule details

 

Scheduling an Activity from the Schedules Menu: Web Portal

Create individual activities or bulk upload schedules.

To create an individual schedule.

  1. Log into the web portal.
  2. Select "Coordinate"
  3. Select 'Schedules'.
  4. Select the user you want to create a schedule for.
  5. Select 'Schedule activity'.
  6. Populate scheduled activity details.
  7. Enter Optional Details (if applicable)
  8. Click Save.

 

To create bulk schedules

  1. Log into the web portal.
  2. Select "Coordinate"
  3. Select 'Schedules'.
  4. Choose "Bulk upload' at the top of the screen.
  5. Download the file template.
  6. Populate the template according to upload instructions.
  7. Save the file.
  8. Select ‘Browse.’
  9. Upload the saved file.
  10. Select ‘Continue.’
  11. Review upload details and select 'Import'.

Scheduled Activities

Scheduled activities will not automatically start. If needed, scheduled activities can be started before the scheduled start time.

Scheduled activities are accessible in the ‘Activities’ screen of the app. From the web portal, the ‘Plans & Requests’ page and ‘Schedules’ page. Each activity includes a summary screen containing various details.

Next Scheduled Activity

A user's next scheduled activity is displayed on the Home screen of their app. The activity can be launched directly from the home screen. The activity will start flashing orange when the scheduled start time is reached. This flashing will continue until the activity expires.

Expired Activities

Scheduled activities will change to ‘Expired’ when a Missed Start alert is triggered. Expired activities can be started and the Missed Start alert will be cancelled.