The Live View screen in Access Care Planning is a tool designed to monitor employee visits and activities in real time. This article outlines its functionality, layout, and filtering options to help you make the most of this feature.
Live view allows you to see as little as 3 hours' worth of visits, up to 24 hours' worth of visits.
Navigate to Live View
To access the Live View screen, follow these simple steps:
Click the three-line menu.
Click Live View.
Layout
When you open Live View you will see a list of all your clients who have visits allocated to them for the time selected to view. Visits are shown as blocks displaying at the time the visit is allocated for.
Colour codes
Visit blocks show as different colours depending on the status of the visit.
Grey | The visit is scheduled but has not yet started; the end time is in the future. |
Green | Visit has been completed. |
Amber | The visit has started but has not yet finished. |
Red | The visit is outstanding or in progress, but running over time. |
Visit details
Clicking on a visit block opens a detailed view showing:
Scheduled date and time.
Actual check-in and check-out times.
Assigned employee.
Visit notes.
Completed and missed activities.
Filtering Options
Time Display Filter
By default, the screen shows a 6-hour window. Users can adjust this using a slide bar located at the bottom left of the screen, extending the view up to 24 hours.
Visits and Branches Filter
Users can refine the displayed data by branches and all visits or overdue visits.
Alerts Section
Located on the right-hand side of the Live View screen, the Alerts section highlights missed activities.
Default Alert View
By default, this section shows filter alerts for the current day and displays only missed activities.
Each missed activity is listed under its respective visit, allowing for quick identification and follow-up.
Alert Filters
Users can change the alert view using a dropdown menu to display:
All missed activities.
Missed activities only.
Missed medications only.