Onboarding

Help article 3 · Updated 30 Jun 2026

Optimization readiness

See which data is enough for the first schedule and which extra fields unlock stronger continuity, efficiency, and diagnostics.

What this helps you improve

Optimization readiness is the layer after basic onboarding. Foundation data answers whether Caire can create a first schedule. Optimization readiness shows whether Caire can explain and improve continuity, district matching, time-window flexibility, and cost quality without guessing.

The goal is to make thousands of small data fields manageable. Caire groups them at the overall level, per resource type, and per client, employee, district, or visit template.

Getting started in the platform
The live data-foundation status, next steps and guides for preparing planning.Help connects the organisation's current foundation status to relevant guidance.
Schedule health with input quality before the schedule is optimized
See the quality of the schedule's input before you optimize.Schedule health summarises the input and shows what needs fixing before the next run.

How Caire uses the information

When a solution runs, scheduling uses the fields that already exist. If data is missing, diagnostics explain why the result is limited and link back to the exact field that should be updated.

  • The unit decides which team, clients, and employees belong together in planning.
  • Designated and preferred caregivers strengthen continuity scoring.
  • Districts make local capacity and route fit visible.
  • Visit templates, time windows, groups, dependencies, priority, and preferences describe care-plan demand.
  • Employee data makes shifts, skills, availability, districts, and cost assumptions traceable.

Before and after in scheduling

Before completion, Caire can often create a schedule, but recommendations stay broad. After completion, the same schedule can identify the client, visit, or district behind a bottleneck and what should change before the next run.

Data and resources