Show participant Appointments and Activities on the Roster, and add or manage events from Roster when you have Edit Participant permission.
This works with the same events as the participant Schedule tab. See Understanding Participant Schedule for types and statuses.
Show events on the roster
Open Roster.
Choose the Participants or Staff view. Events are not shown on the Sites view.
Open Filters.
Under Show, select Appointments and/or Activities.
By default these options may be off, so turn them on to see events. Events appear inside a covering shift when one exists, or on the day column. On the Staff view, the same events appear under staff on that shift. Use +N more / Show less when many events share a cell.
Add an event from the roster
Open the + Shift split menu.
Select Add Event.
In Create Event, choose Appointment or Activity, set the participant (if needed), title, date and times, and other details.
Save the event.
You need Edit Participant permission. Team access rules apply when an event includes multiple participants.
View and manage an event
Select an event card on the roster.
In the details panel, use Edit, Mark as completed, Edit outcome, or More actions for Cancel event / Delete event.
Completing an event does not complete the related shift. Support workers can also complete some events from the Care Diary app during an active shift.
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