Please note: This is for those using our upgraded rostering; if you are already using rostering, please see the articles in this collection.
Splitting activity lists offers significant benefits for organising care delivery. By dividing long activity lists into smaller segments, you can better organise tasks based on different times of day or care requirements, which helps carers follow a clear sequence of activities.
Split lists make visit planning more flexible, allowing you to match specific activity groups to different carers during multi-carer visits, thus improving coordination and ensuring all aspects of care are properly addressed.
When to use split activity lists
Consider splitting your activity lists when:
A client has complex care needs with many tasks and medications
Different tasks need to be completed at specific times during a visit
You want to create a logical flow of activities (e.g., personal care followed by nutrition)
You need to assign different groups of tasks to different carers during a multi-carer visit
How to split an activity list
Navigate to the client's profile and select the Activity Template tab. From here, locate the routine list you want to split
Click the three dots on the list and select Split on the drop-down menu.
You will now see a new list appear under the original list, this will be titled Morning Activities 2. You can split the list multiple times according to your client's needs.
Now we will show you how to add tasks to the new list.
How to move tasks between split lists
Once you have split your lists, you can easily move tasks between them. To do this, drag the task from the original list and drop it to the new list.
You will see a pop-up confirming your actions, click Save changes to confirm.
Changes made in the activity template will apply to the entire template. If you only want to change the order for a specific instance, use the Activity Calendar instead. For more information on this feature, please see this article.
Please note: A task cannot be shared between two lists, if you need a task to appear on multiple lists then you will need to create multiple instances of that task.
Assigning lists to visits
After splitting your activity lists, remember to assign each list to the appropriate visit schedule. If you have not yet set the template or created your visit schedules, please follow the in-depth guidance in this article.
If you have already created the schedules follow these steps:
Go to the Visit Template tab
Select the visit schedule you want to attach the activity list to
On the drop-down menu click Edit schedule
Choose the appropriate routine from the activities list
Click Save Changes
Make sure to do this for all visit schedules that need to use the newly split activity lists!