Which homes. Each client home has its own Publish schedule changes setting: Right away (how every home starts) or Draft, then publish. The family sets it on their Schedule tab. Your agency can set it too for a home whose weekly schedule the family lets your agency manage: on Schedule, the line under the title (Publish schedule changes: …) and Change, one switch per home. Every switch is recorded with who and when. Where the family approves each change, your changes are sent to them to approve exactly as before; nothing waits as a draft there.
What waits. In a managed home with Draft, then publish on, a change you make on your Schedule to shifts that start more than 48 hours from now is kept as your agency's draft: an added shift, a Change of the times or who, or a Remove. It isn't on the client's schedule yet: the family doesn't see it, the professional doesn't see it, nobody is told, and it can't be clocked into. On your grid it is dashed and marked Draft (a shift being removed: Draft · removing). Anything in the next 48 hours, or starting today, is saved at once as always. Changes made from a client's own page are saved at once too.
Review and Publish. While anything is waiting, the bar at the bottom says how many changes are unpublished, with Review and Publish. Review lists your drafts by client home, in plain words, with who drafted each and when, and Discard on each. Publish puts all of them on the clients' schedules through the same path as any change, with the family's rules checked again; if the family has stopped letting your agency manage a home's schedule since, that change is sent to them to approve instead. Each professional whose shifts changed then gets one summary on My shifts, and one phone notification if they have them on. A change that can't be published stays a draft with the reason.
Separate from the family. Your agency's Publish publishes only your agency's drafts, never the family's own, and the family's Publish never publishes yours. The family sees your changes once you publish them.
Step by step
- 1Open Schedule in your agency's menu.
- 2Under the title, check Publish schedule changes; tap Change to switch a home you manage to Draft, then publish.
- 3Make your changes; each one shows dashed, marked Draft.
- 4Tap Review on the bar at the bottom, and Discard any you don't want.
- 5Tap Publish.