Starter Kit: Entering Schedules in the HWIT App

(0:10 - 0:54)Hi, this is a quick lesson on how to set and use schedules in the customer information app. You'll notice on the desktop version we have schedules showing up right here on the desktop. You can also get to schedules from your menu on the side and in your phone. You can definitely open the menu on the side and your phone screen will look very similar to this. Once you're in that screen and it looks like this column with the schedules, everything functions the same. So let's go ahead and put in a new schedule for a particular client. So I'm going to hit add and I'm going to pick which template we want to use. I have several templates that are synchronized from our monitor QA system. So I'm going to use my regular home visit template.(0:55 - 3:43)I'm going to pick the customer I want to use. In this case, let's go ahead and take the fosters. I'm going to put who is going to conduct the audit. For a lot of you, that's just one person, but you can pick if you have multiple. And then give it a title. In this case, let's call this a weekly home visit. And this is what's going to appear as the title on the report so that when you go into it in your monitor QA app, this is what it'll say. So you might want to use something descriptive as far as what it really is. Next, you'll put how often it's going to recur, whether it's on a daily basis, a weekly basis, or a monthly basis. In this case, we're going to do this as a weekly home visit, so I'm going to pick weekly. And here, it's how many times it will repeat in whatever occurrence you pick. In this case, repeat every one week. If it's going to be every two weeks, I'll just hit that, and now this is going to be a bi-weekly home visit. It's going to repeat every two weeks. I'm going to leave it as one week, so it's monthly. This is the auditor hint box that shows up at the top of the report, so if you need to put some note in here, just as an internal reminder, you know, don't forget to take out trash. Granted, this is going to appear on every week's report, so taking out the trash probably isn't a great example, but you'll get the idea that that'll appear on every report. When is this going to start? Well, they're going to start on Thursday of this week, the 23rd, and repeat every Thursday. So I'm going to pick Thursday, and as soon as I click out of that, you'll notice it's going to assume it's going to be every Thursday. I can change that day of the week if I want to, but it's going to initially calculate it based on my start date. One other area here that's a little variable is it's going to default to no end date of yes. What this means is it's going to repeat every week on Thursday until you come in and turn it off. If you know they're only leaving for a set number of weeks, you can always say that there is an end date, so in other words, answer no to the no end date, and you can put in what the end date should be. So I can come in here and just say it's the end of July, and so now it will create reports from May 23rd until the end of July every week on Thursday. Again, if you don't know the end date, just leave it as there is no end date, and the system will continue to repeat itself every week. Other items here, if you're going to do a daily, it's going to repeat every X number of days. So this is the same thing like every three days you're going to go out and do a home visit.(3:43 - 4:23)Start date, no end date work the same. The other option is monthly. Monthly is just going to happen once a month, or in this case, every three months since I have it on three, but I'm going to put it down to once a month, and I have it set as a start date of the 23rd, and it's going to repeat every month on the 23rd. So if you need to change the day of the month you want it to repeat on, you can come in here and pick whatever day you want. Note that if you pick something in 29 through 31, the system will just pick the last day of the month depending on what the month is. In other words, if it's February and you have it set for 30, it's going to make it February 28th.(4:23 - 4:37)If it's April and you have it set for 30, it'll be April 30th. If it's March and you have it set for 30, it'll be March 30th. So I'm going to put this back to weekly, repeat every week, no end date.(4:37 - 6:05)On Thursday, I'm going to hit save, and this is now going to save it. So we have that new record right here in our system, and that's it. In the back, it is now automatically synchronized to Monitor QA, and it has also created the visits for that particular client, and they will then appear on your report schedule once you do a refresh by clicking the sync. That's it. Setting up schedules is very simple. Note, however, that you can also go in and change them just by clicking the little edit button, and then edit whatever you need to here. If this is, you know, you need to change the start date or you need to update the end date or the day of the week, just come in, change what you need to change, hit save, and the system will then update it according to whatever it is you put in. Same thing when you delete. And note that when you delete schedules, any reports, any audits that are on the system will automatically get deleted following the schedule. So no need to make any changes in Monitor QA, and in fact, once you start using this, do not make any scheduled changes in your Monitor QA system, as those will not synchronize here. Make your changes here in the Customer Information app, the HomeWatch IT app, and let it update Monitor QA for you. If you have any questions, don't hesitate to reach out. Thanks, and have a great day.