How do I switch on automatic assignment?

In Nursing Care → Configuration → Settings, block Care Tasks, tick Assign care tasks automatically. Switched off, nothing of it shows: no button, no column, no warning, no ribbon.

Who receives a care task?

A member of staff on a confirmed shift at the hour of the care, in the resident’s sector, whose role may do this care. The care is shared evenly among them.

Does the staff get a notification?

No. The assignment is silent: each person finds their care under My Assigned Care.

Why does a care show “No staff planned”?

Nobody of the role this care needs is on a confirmed shift at its hour. Plan someone, or assign the care by hand.

Does it replace an assignment done by hand?

No. Only care tasks still unassigned are shared.

Automatic assignment of care tasks¶

When the house plans its staff in the Planning app, WideCare can share the care tasks among the people at work: each care goes to someone of the right role, on duty at its hour, in the resident’s sector.

Switch it on¶

Open Nursing Care → Configuration → Settings.
In the Care Tasks block, tick Assign care tasks automatically.
Save.

Each night, the care tasks of the coming day are then assigned. Switched off, none of what follows shows on screen.

Who may do which care¶

Each care type and each care activity says who it is Done by — one or more care roles. The activity wins over the care type; left empty, any care staff may do it.

The defaults:

Care	Done by
Hygiene, elimination, nutrition, vital signs, medication	Nurses and care assistants
Wounds, examinations, injections, preparing medicines, urinary catheter	Nurses
Mobility	Nurses, care assistants and physiotherapists
Physiotherapy, occupational therapy, speech therapy	Their therapist

Change them under Nursing Care → Configuration → Care Catalogues → Care Types and Care Activities. See Care configuration.

Assign now¶

On Today’s Care and To Assign, the Assign automatically button shares the open care tasks at once (planning administrators). It answers with the number of care tasks shared and of staff members who received them, or says why nothing could be assigned.

Warnings¶

When a care cannot be given to anyone, the Planning column of the list and a yellow banner on the care task say why:

nobody on the planning at this hour;
nobody of its role on the planning at this hour (in the sector);
the person assigned is not on the planning at this hour;
people are on the planning but without access to the care tasks, or to the resident’s sector.

A planned care task whose role nobody covers at its hour carries the yellow ribbon No staff planned, on its card and its form.

Check the shifts too

On a shift, the Planning app warns when its person will receive no care task: their user has no care role, or the sector of the shift is not among the sectors of their employee file. Fix it there, then click Assign automatically again.