Client register
Manage client details and their recurring visit requirements.
Development mode: Use fictional test records only. Do not enter real client names, addresses, health details or care information until the application has had a full security and compliance review.
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| Reference | Client | Location | Visits | Status | Action |
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Team members
Set up the driver and carers available to the daily rota.
For this first setup, add your one driver and three carers. Daily shift times and which carers are working together will be configured in the rota stage.
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| Name | Role | Gender | Status | Action |
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Daily rota
Create a day and set the working hours for the driver and carers.
Set up shifts, manually schedule client visits and record driver movements. Postcode lookup and a driving/walking route checker are now available for testing. Automatic optimisation is not available yet. Use fictional test data only.
Routing base
Default base: TQ2 5QW. Postcode lookup will provide a routing point for this area.
Travel time checker
Test real road and pedestrian routes between two UK postcodes. This is a development routing check, not automatic rota optimisation.
Driving route
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Walking route
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Routes use OpenStreetMap data via the FOSSGIS public demo routing service. Times are estimates and do not include live traffic. Demo service is for light testing only; production use will need an approved, reliable routing service. OpenStreetMap attribution.
Client travel-time matrix
Calculate driving and pedestrian travel times from the driver base to active clients and between every active client. This uses postcode-centre coordinates and is a planning estimate.
The matrix is calculated on demand and is available for validation during this browser session only. Use fictional test clients only. The public routing demo is for light testing, not production use.
Create or open a rota day
Next development steps
Client, team and daily shift records are connected. Next we will build client visit scheduling, driver movements, map routing and the optimiser. Optimisation is not available yet.