View/Edit Client Keys from My Planner

NOTE:  To start using and configure the new Staff and Group Planners, please read Understanding The Group Planner and Understanding the Staff Planner. For existing users of the Staff Planner, Transitioning over from the existing Staff Planner to the Group Planner. 

When a client service is accessed from the Planner, subject to Staff Permissions, staff can view the list of client keys to access the home. Key management is a digital method of recording which staff have physical possession of client keys and is able to assign and return keys.

How do I View Client Keys from My Planner?

Navigation: Scheduler > Schedule > My Planner

• Click the total count of Scheduled Services for the relevant day.

• Click the Service Item to access the Service Details page and menu.

If a Client Key or lockbox has been recorded, a key icon will be present on the on Client's Service detail.

Note: In the Schedules, Keys are colour coded:
red key indicates the scheduled staff for the service has not been assigned the key.
green key indicates the scheduled staff for the service has already been assigned the key
black key indicates the key is in the office or the visit is in the past.
indicates a lockbox is available at the Client's property 

How Do I Assign or Return Keys from the Key Tab in My Planner?

• Select the Key sub menu.
• View the details for the Client's Keys.
• Assign or Return the Client's Keys to the Office or Admin.

Info: Further reading...
Understanding the Planner
Group Planner Settings
Staff Planner Settings
Check in and Out from the Planner
Show Vaccination Flags from the Planner
Edit Services from the Planner