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HACCPAC JMI User Guide

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1. Vada Computing 2011 Commercial in Confidence Page 3 of 9 VADA 2 Accessing the Haccpac Mobile Job Matching Interface To Access the Haccpac Mobile Job Matching Interface 1 Open Haccpac 2 Click the Haccpac Mobile icon y in the toolbar or 3 Select File gt gt Haccpac Mobile from the top menu 3 Haccpac Mobile Job Matching Interface Settings The Settings screen is used to enter e Haccpac Mobile timesheet settings e Travel settings e Tolerances z Haccpac Mobile Job Matching Interface Settings baba File EIEREN Settings If jobs match use times from If jobs match use travel from O Timesheet record Haccpac Mobile record O Ask for each job O Timesheet record Confirm choice of times for start time differences greater than 20 minutes Haccpac Mobile record Confirm choice of times for duration differences greater than 20 minutes Save jobs to timesheet if they have not been verified October 5 2010 Vada Computing 2011 Commercial in Confidence Page 4 of 9 VADA Complete the following fields as appropriate e If jobs match use times from If jobs match you can select to automatically use times from the weekly timesheet Haccpac Mobile or a custom time e Confirm choice of times for start time differences greater than This is used to identify jobs which were not carried out close to the rostered start times For example the carer might ha
2. automatically populated with a list of Carers who have corresponding Haccpac Mobile transactions within the specified date range that have not yet been matched You can also click Go alongside the Carer dropdown to update the list with any Carers that have had transactions uploaded since the Haccpac Haccpac Mobile Job Matching Interface was opened 3 Click the Go button Data for the selected week will be displayed in the timesheet table The columns are the days and the rows contain each job e A colour band is displayed alongside each job that tells you whether the Haccpac Mobile job matches the job in the weekly timesheet in Haccpac There is a legend on the screen to help you remember what each colour means e Use the tabs at the bottom of the screen to toggle between o Roster jobs o Haccpac Mobile jobs o All jobs Vada Computing 2011 Commercial in Confidence Page 6 of 9 VADA o Times o Travel KMs o Shopping KMs 4 Ifthe times in Haccpac Mobile are outside the tolerance set in the Settings screen the following dialog box is displayed r Which Times T moy ALLIS CP 02 C 735 a8 05 a Timesheet le 731 a731 a Mobile 751 a731 a Other This dialog box enables you to select the time from the weekly timesheet Haccpac Mobile or enter a different custom time Note the job which is shown in the pop up window is identified with a red colour band 5 If the job from Haccpac Mobile does not exist on th
3. the colour band to see the non verified reason e Black The job was cancelled in Haccpac Mobile Mouse over the colour band to see the cancellation reason e Blue The job was added using Haccpac Mobile but does not match the Haccpac Roster 7 Click Save to save the any changes This will save the changes to the Haccpac roster for the selected Carer Vada Computing 2011 Commercial in Confidence Page 8 of 9 VADA 5 Moving Jobs Jobs relating to the same client can be moved between days or within the same day This may be necessary when a Carer sees a client on a different day than they a rostered for To move a job 1 Right click on the job you wish to move 2 Select Move Job from here from the right click menu 3 Right click on the job to be replaced Note This must be the same Receiver as that selected in Step 1 4 Select Move Day Job Job no to here from the right click menu 6 Deleting Jobs Jobs can be deleted from the timesheet To delete a job 1 Right click on the job you wish to delete 2 Select Delete This Job from the right click menu 7 Further Assistance For further assistance please contact Vada Computing Telephone 03 9890 5418 Email support vadacomputing com au Vada Computing 2011 Commercial in Confidence Page 9 of 9
4. Haccpac Mobile Job Matching Interface User Manual Version 1 0 Table of Contents kl WENN sree xe tree cece acm AA AA AA 2 Accessing the Haccpac Mobile Job Matching Interface mmuuoun an anannaaaanawasaana Haccpac Mobile Job Matching Interface Settings aa aaaaaaaaaaaaaaaaaaaaaaaaaaaaaanana Match TIMES AA AA AA AA AA AA MOviNg JODS ciiisean enna a a aiaia Deleting IOS AA AA a DD Ou sa o Further Assistance ccceccecececcecececcecceeecuececececcueeaeeceecueeaeececaessuecaeeaeecuecaueseesueeaeeeerens Vada Computing 2011 Commercial in Confidence Page 2 of 9 VADA 1 Overview The Haccpac Mobile Job Matching Interface is used to handle exceptions and save Haccpac Mobile data to the Haccpac roster Following is a high level overview of the job matching process e Jobs are recorded and verified using the Haccpac Mobile device e The Haccpac Mobile Job Matching Interface o Allows you to select a date and worker for matching o Imports the Worker s Haccpac Mobile data and compares the information with the weekly timesheets in Haccpac o Asks you to intervene whenever it is unclear what happened e f the Haccpac Mobile transaction details match a job in the weekly timesheet you will not need to enter anything about this job the worker did what they were supposed to do e After all exceptions have been handled just click Save and a weekly timesheet is created in Haccpac
5. e weekly timesheet the following dialog box is displayed Which Service amp Type ROGER6 EE 2728 AJ cl This dialog box will always default to the first Service Code and Task Type in your Values list You will need to select a Service Code and Task Type for the job in this window Vada Computing 2011 Commercial in Confidence Page 7 of 9 aaa a EHO File L Save Exit Help Settings Match Match Times Match a Am Date 11 10 2010 Week From 11 10 2010 To 17 10 2010 a Naa p Pm m Mobile m Custom Carer ANDERS Yvonne Anders maa N Question mma Not verified mum Cancelled Monday Tuesday Wednesday Thursday Friday a ALDRID CH ROGERS AD PBAIRDI AD 11 06 a 11 32 a OR j 3 07 p354 pOR Roster Mobile Result Times Travel Shopping October 5 2010 k 6 The job data is displayed Review jobs and take the appropriate action e Yellow The job does not exist in Haccpac Mobile but does exist on the weekly timesheet This will alert that the Carer either did not attend this client or they did not use Haccpac Mobile when the service was provided This entry can then be deleted by right clicking on the entry or modified based on the action taken by the Carer e White The verified Haccpac Mobile job matches the Haccpac Roster job e Green The Haccpac Mobile job was not verified Mouse over
6. ve worked for the full hour rostered but been 15 minutes late You may want to be alerted to this situation e Confirm choice of times for duration differences greater than This is used to check that the length of time the carer spent on the job is within the limit you set If they should have worked for an hour but the Haccpac Mobile record shows only 40 minutes you probably want to be alerted to this situation e Save jobs to timesheet if they have not been verified This checkbox when checked allows you to save jobs that were not verified Finally click Save to save your settings Data from the Settings screen is saved in a file called HaccWin ini 4 Match Times The Match Times screen is used to match Haccpac timesheet records with Haccpac Mobile transactions Vada Computing 2011 Commercial in Confidence Page 5 of 9 AA kol GC jas File O 3D AN F Save Exit Help Settings Match Match Times Match a Am Date Week From Ar To E C7 raed p Pm mawa Custom Carer mma N Question moa Not verified mum Cancelled Monday Tuesday Wednesday Thursday Roster Mobile Result Times Travel Shopping October 5 2010 k 4 Steps to import Haccpac Mobile data 1 Select or enter the Date After selecting the date the Week From and To fields are automatically populated 2 Select a Carer This list is

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