Rota / Shift Allocation

CareVerity ECM & Care Compliance System with CareVerity Training Academy.

Rota / Shift Allocation

Create client visits, allocate care workers, manage regular carers, temporary cover, unallocated visits and future rota planning.

Open Live ECM Board
Start from
Service user
Unallocated visits
18
Permanent carers
31 active
Publish status
Draft

Demo Visit Allocation

Saved demo allocations link service user call packages, staff allocation, mobile visits and the Live ECM expected visit board.

Open Staff Visit View
Service user
Create demo allocation first
Staff
Pending
Call
Morning Call
Date
03 October 2026
Time
08:00 to 08:45
Status
Not logged in
Allocation type
Temporary for test
Funding / priority
Local Authority / High risk
Mary/Sarah month visits
Pending
Ahmed emergency call
Pending

Rota workflow

Choose a rota workflow first. The screen no longer starts with all carers and all clients mixed together.

Data flow

Client calls are created in Client Files, then published rota becomes expected Live ECM visits.

1
Client calls created in Client Files
2
Select client in Rota
3
Allocate suitable carer
4
Publish expected visits
5
Live ECM monitors today
6
Payroll, invoices, KPI and CQC update