Room chart

The Room chart provides a graphical overview of the status of all Rooms over time for the home named at the top of the page. The chart clearly shows when Bookings start and end, the Service user occupants of each Room, Block contracts, Out of service Rooms and more.

The chart also allows Bookings to be made, Out of service status to be set for unoccupied Rooms, or existing Bookings to be managed for occupied Rooms.

The vertical axis lists each Room by number or name, and by floor as appropriate, and the horizontal axis displays the status of each Room by day/month.

The Start date and End date fields can be used to show a specific time period, and the Filter options allow the chart to be limited to only show Rooms with the selected requirements/features.

Using the Room chart

There are several ways of using the Room chart to quickly check information or manage the details of a Room, Service user or Booking.

Moving around the chart

The chart can be scrolled both vertically, to view different floors/Rooms, and horizontally, to move backwards/forwards in time.

The most straightforward option for moving around the chart on a desktop/laptop computer or tablet/phone is to select a point on the chart and hold down (mouse button or finger) before moving around. This allows the entire chart to be dragged both vertically and horizontally in one action.

Scrolling vertically with the wheel on a mouse is another option, along with horizonal scrolling (by pushing the mouse wheel left/right) if the mouse supports this.

Room summary

On the left of the Room chart, select the name/number of any Room to trigger a pop-up card which displays a summary of information about the Room and a link to View the full Details page for the Room.

The Room summary pop-up includes:

  1. Room name/number and floor (in brackets)
  2. Suitable for: R (Residential), RD (Residential Dementia), N (Nursing) or ND (Nursing Dementia)
  3. Features of the Room
  4. View option (link to Details page for the Room)
  5. Weekly rate and Daily rate figures for the Room

Start and End date

The Start date and End date fields can be selected and the calendar pop-up used to set a date range for the Room chart. These fields can also be edited manually by typing.

Select the magnifiying glass icon to apply the chosen date range to the Room chart.

Filter

The Filter allows the Room chart to be filtered to show only the Rooms that match the selected criteria.

Tick the options as required, then select Update to filter the Rooms displayed in the chart accordingly.

When filtering options have been applied to the Room chart, Filter can be opened again and Clear selected in order to instantly return the chart to its unfiltered state.

Room chart options

Depending on whether a day on the chart is showing a Booking for a particular Room, and the type of Booking, selecting the day will provide various options.

Options for an unoccupied Room

Select a day on the chart for a Room which is unoccupied (on that date), and a number of options are displayed:

  • Service user: Visit form to book a service user into the Room starting from the selected date.
  • Block contract: Visit form to book a Block contract for the selected Room, from the selected date.
  • Out of service: Visit form to set the selected Room as out of service from the selected date.

Options for an occupied Room

Select a day on the chart for an occupied Room, and the name of the occupant and Room rate are displayed, along with a number of related options:

  • View service user: Visit the Details page for the Service user occupying the selected Room.
  • Update: Update the existing Booking for the selected Room.
  • Cancel: (Requires further confirmation) Cancel the existing Booking for the selected Room, returning the Room to an unoccupied/available state.

Options for a Block contract Booking

Select a day on the chart for a Room during a Block contract Booking and a number of options are displayed:

  • Book service user: Visit form to book a Service user into the Room starting from the selected date.
  • Update: Update the Block contract Booking for the selected Room.
  • Cancel: (Requires further confirmation) Cancel the existing Block contract Booking for the selected Room.

Options for a Room which is Out of service

Select a day on the chart for a Room during an Out of service period and the reason for being out of service (if available) is displayed, along with the following options:

  • Update: Update the Out of service Booking for the selected Room.
  • Cancel: (Requires further confirmation) Cancel the existing Out of service Booking for the selected Room, returning the Room to an unoccupied/available state.