Certain scenarios within the system may prevent activities from being generated against a visit.
Typically, this occurs when a carer is assigned to a visit after its planned start time, when the visit is not associated with a care plan, or when the care plan has a custom schedule and is not due on that day.
Allocated after the visit time
To determine if the visit was allocated after the start time or if the care plan is not linked you will need to check the visit record. To do this follow these steps:
Click the three line menu.
Select the relevant service and service user.
From the left-hand panel, click Visit.
Find the relevant visit and copy the visit ID.
Search for this ID in the search field.
Check that the Visit Created On field is not after the visit start date and time.
Custom schedule
You can also check if the activities have custom schedules attached to them; if they do, they will not show unless they match the days you have selected.
To check this, follow these steps:
Click the three line menu.
Select the relevant service and service user.
Click Care Plans, then find the relevant care plan.
If the activity has a calendar next to the bell, it has a custom schedule.
Click the edit icon.
Here you will see when the activity should show.
If this is incorrect, amend and click Save.
📌Note: If the care plan is not scheduled for that day, the activity won't show. For example, the visit is usually on a Tuesday, but if you move it to a Wednesday, which is not a regular day, the activities won't show.