We have launched Schedule Auditing, a new way to track every change made to your schedule, so you always know who changed what and when.

With Schedule Auditing you can:

• See a full change history of the rota, with the date and time of each change, what changed, whether it was published, and the client and care workers involved.

• Filter the history by date, day, client, care workers, or who made the change.

• Open any change to see the full details in a pop-up, with a Previous and New comparison so you can see exactly what was updated and by whom.

This means better tracking, clearer accountability, and stronger CQC compliance.

Why this matters

Before, changes were made to the schedule but there was no way to know who made them or when they happened. If a mistake was made, it was very hard to trace it back, correct it, and speak to the right person. Schedule Auditing gives you a complete, time-stamped record of every change, so you can fix issues quickly and keep clear evidence for CQC.

How to open the schedule change history

Go to the Schedule tab. In the top right of the screen, next to Publish, you will see an Auditing button. Click it to open the full schedule change history.

Filtering the history

If you are looking for a specific change, you can filter the history by:

• Date from

• Day

• Client

• Care workers

• Modified by

The change history table

The history is shown as a table with five columns:

• When it was changed: the date and time of the change.

• What changed: a summary of the change.

• Published: whether the change has been published to care workers.

• Updated client: the client the change relates to.

• Care workers: the care worker or care workers involved in the visit.

The summary gives you a quick overview of each change, including the schedule, whether it is published, what was updated, the care workers, the start time, the visit time, and the office staff member who made the change.

Viewing the full details

Click the summary link for any change to open a pop-up with the full details:

• Time of change

• Client

• Care worker

• Additional care worker

• Start time

• Visit time

• Modified by (the office staff member who made the change)

The pop-up also shows a Previous and New comparison, so for each field you can see exactly what it was before the change and what it was changed to.

Need help?

The full step-by-step guide is available in the Help Centre. Have any questions? Contact your account manager any time.