Why the first solution can be weak
The first schedule does not need to be perfect. It should prove that the foundation data can create a solution and show which fields limit quality.
Once Caire has run a first solution, missing data becomes concrete: districts, designated caregivers, shifts, start addresses, costs, and time windows appear as recommendations.
The loop
Start in onboarding and fill only blocking foundation data. Then create a first planning period, generate visits and shifts, and run a solution even if readiness is incomplete.
- Read the first solution as a baseline, not as the final result.
- Open Diagnostics and choose one or two recommended data improvements.
- Update client, employee, district, or visit-template data.
- Run a new solution and compare it with the baseline.
What should improve
After the data update, at least one important metric should move in the right direction: fewer unassigned visits, higher paid-shift efficiency, less unexplained wait or idle, better continuity, or lower travel/cost.