Fields and resources

District

A local area inside the unit for geographic matching.

Used in steps: 3 Staff and shifts

Table of demand, current and proposed staffing per district

District

Guide

See how districts show local demand, local capacity, and coverage within one unit.

  1. 1. Open districts in the unit.
  2. 2. Check the coverage area.
  3. 3. Compare client and employee coverage.
  4. 4. Use districts in route readiness.

Table of demand, current and proposed staffing per district

Fields and use

FieldLevelWhy it mattersUsed for
Coverage areaBetter metricsDescribes the district's geographic boundary.Route fit and local bottlenecks.
Client coverageBetter metricsShows demand in the district.Supply-demand and continuity.
Employee coverageBetter metricsShows local capacity.Capacity gaps and replacement suggestions.

Where it appears

Table of demand, current and proposed staffing per district
The table compares recommended staffing with current and proposed employees and shows the remaining gap per district.The proposal is a preview: the planner sees whether the gap closes before anything is saved.
Unit overview with employees, clients, districts and visit hours
The overview summarises the unit's employees, clients, districts, shift templates and visit hours per day.The unit's standing data is summarised before the planner moves on to the schedule.