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Getting Started

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Setting up Annual Leave for a Provider

Nookal Written by Nookal
... on a fabulous February day.

This article explains how to block off Providers’ Diaries for annual leave.

It is possible to create an Event or Note to block out a Provider’s schedule for annual leave, but we recommend using the Schedule which can’t be removed or moved by mistake. This will also ensure the Occupancy Report is accurate.

To block out the Annual Leave time in the schedule, follow the steps below:


Click on Diary.


Click on the Options icon located in the top right corner of the window.



In the Options window that opens, head to Set Schedule For, select the Practitioner and click on the blue button.


Follow the instructions to set up a new staff Schedule and use Breaks to block off time for Annual Leave.

If the provider works across multiple Locations, a new Schedule blocking off unavailable time will need to be created for each Location.


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