Associations works out who was with each person in care, and for how long, from the shifts on the roster and where each person lives. Overlapping cover is counted once, and each day is measured against the ratio in the client's funding.
Associations is available to selected organisations: a system administrator switches it on, and you need the View Associations permission to see it (and Export Associations to export).
Step 1
Open Associations
In the side menu, click Associations.
Step 2
Read a client's block
It opens on the last seven days, grouped by Child, with a block for each client. Change the dates under From and To, or narrow it with Caregiver and House.
Step 3
Spot the gaps
The strip beside each name has a square per day: green when covered, amber for a day with uncovered time (at one of your facilities with nobody on record), and dashed when nothing was recorded. Click a square, or a row's date, to open the Day roster for it.
Step 4
Check the ratio
Each row is one day at one place. In care is the hours present, Ratio the ratio their funding agreed with what was delivered, Below ratio the hours with fewer caregivers than that — including any with nobody there — and Uncovered the time with nobody on record.
Step 5
See who was there
Click the arrow at the end of a row to see the day's staffing: each stretch, how many caregivers, and who.
Step 6
Group another way
Under Group by, choose Caregiver to follow a staff member, House for a place, or Day for a calendar day. View also offers Hours (a month of delivered hours) and Bed nights (a financial year).
Step 7
Export
Open the ⋮ menu at the top for Export summary (CSV) or Export detail (CSV); the Hours and Bed nights views add XLSX exports. Exports need the Export Associations permission.
Keep reading
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