System setup & configuration
Configure system settings, features, and behaviours.
By Emma1 author7 articles
- Generate visits and shifts globallyIn this article, we explain how to generate visits and shifts globally for selected groups and dates.
- Create a visit type or shift typeIn this article, we explain how to create new visit types and shift types.
- Add new worker or client categoriesIn this article, we explain how to add new worker or client categories and assign them to a contract.
- Add client score checks to rosteringIn this article, we explain how to add client score checks to the rostering checks settings.
- Change or create an event typeIn this article, we explain how to rename an existing event type and how to create a new one.
- Configure document paths and templatesIn this article, we explain how to configure document and template paths so files can be stored and accessed correctly.
- Set up alerts for monitoringIn this article, we explain how to set up alert recipients and configure monitoring alerts.