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Using area colours on your schedule

Learn how to assign colours to area tags and use them to identify visits by area at a glance on the schedule.

Written by Andrew McBride

Area colours let you assign a colour to each of your area tags. Once set up, those colours appear on visit cards across the schedule when you switch to area colour coding - so you can spot which area a visit belongs to instantly, without opening the visit.

Switching to area colour coding

In the schedule, look for the View Settings button in the top right toolbar - it sits between the Publish button and the Fullscreen button. Click it to choose how visits are colour-coded.

The options are:

  • By Status - visits are coloured by their current status

  • By Area - visits are coloured by the area the customer belongs to

  • By Care Type - visits are coloured by care type

Select By Area to see area colours on visit cards. A legend will appear showing each area and its colour, so you always know what you're looking at.

Availability: Colour coding is currently available on Schedule Views. It will be coming soon to Runs Management and Employee Permanent Roster.

Setting up area colours

  1. Go to Office | Tags in PASS.

  2. Select the Areas Tag Type.

  3. Select an existing area tag or create a new one.

  4. Pick a colour from the colour palette.

  5. Save your changes.

Once a colour is assigned to an area and that area is applied to a customer, the colour will show on all of that customer's visit cards when By Area is selected in View Settings.

Colour legend

When By Care Type is selected in View Settings, a colour legend is displayed showing which colour corresponds to which care type, so coordinators can reference the key at any time without navigating to Settings.

What you can do with area colours

Spot inefficient routes quickly

A well-organised run tends to show one or two consistent colours. If a shift shows lots of different colours mixed together (a "rainbow" pattern), that's a sign a carer is travelling back and forth between different areas - a prompt to review and tighten up the run.

Pick out unassigned visits by area

When reviewing a list of unassigned visits, the colour on each visit card tells you which area it belongs to. You can instantly see which care worker is best placed to pick it up — without clicking into each visit to check.

See area coverage at a glance

From the schedule view, the colours on a care worker's visits show you which areas they're covering throughout the day — no need to apply filters to find out.

Need help?

If you have questions about setting up or using area colours, please get in touch with our support team.

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