The Admin Schedule indicates when keys are required to complete a service and also shows when a staff member does not have the required key.
If the required key is not assigned to the staff member you can make the assignment from the Schedule.
Note:
- A red key indicates the schedule staff for the service has not been assigned the key.
- A black key indicates the key is in the office or the visit is in the past.
- A green key indicates the schedule staff for the service is assigned the key.
How Do I Assign Keys from the Schedule?
Navigation: Scheduler > Schedule > Column or List View
Step 1
- Tap on the service description, eg. "30walk1."
Step 2
- Click "Keys."
- Assign the key to the scheduled staff by clicking "Assign."
Tip: If you need to reassign multiple keys or assign a key back to the office or to any sitter other than the assigned sitter, use Key Management or the Keys tab in the Client Account.
Note: The process is the same for any view of the Schedule (List View, Column View or Compact View).
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