> ## Documentation Index
> Fetch the complete documentation index at: https://support.visualcare.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Timeline views

> How to use the timeline views to see rosters by worker or client across day, week, and month periods

Visualcare provides several timeline views that give you an overview of rostered shifts across workers and clients. These views are accessible from the **Operations** menu and let you reassign shifts, spot conflicts, and create new shifts.

## Worker day view

The worker day view shows all shifts for a single day, grouped by worker. Access it via **Operations** → **Timeline Worker (Day)**.

<img src="https://mintcdn.com/visualcare/n-CsUlsK0LperCel/images/scheduling/timeline-views/image-1761890138130-0.png?fit=max&auto=format&n=n-CsUlsK0LperCel&q=85&s=a9f8ffa97ea2356d27fcec2720f107bb" alt="Worker day view" width="882" height="237" data-path="images/scheduling/timeline-views/image-1761890138130-0.png" />

### Key features

* **Filter** by worker type, worker roles, and area
* **Change the time scale** to show every hour for a more compact view
* **Change the date** to view different days
* **Conflict highlighting** - conflicting shifts are highlighted yellow. Click once to see the conflict detail

### Reassigning shifts

Double-click on a shift to edit it. Select the worker you want to move the shift to - you can also change the start time and date. The shift moves to the new worker's roster automatically.

<img src="https://mintcdn.com/visualcare/n-CsUlsK0LperCel/images/scheduling/timeline-views/image-1761890138130-1.png?fit=max&auto=format&n=n-CsUlsK0LperCel&q=85&s=b2e4dab88ee4b3efc1341bf41a624dc8" alt="Reassign shift" width="704" height="210" data-path="images/scheduling/timeline-views/image-1761890138130-1.png" />

<Note>New shifts cannot be created from the worker day view. Create shifts from within the client roster instead.</Note>

## Client day view

The client day view shows all shifts for a single day, grouped by client. Access it via **Operations** → **Timeline Client (Day)**.

<img src="https://mintcdn.com/visualcare/n-CsUlsK0LperCel/images/scheduling/timeline-views/image-1761890138174-0.png?fit=max&auto=format&n=n-CsUlsK0LperCel&q=85&s=199bc4189580c1a8745dc262f06061ef" alt="Client day view" width="879" height="392" data-path="images/scheduling/timeline-views/image-1761890138174-0.png" />

### Key features

* **Filter** by area, division, case manager, and locations
* **Change the time scale** and date as with the worker view
* **Conflict highlighting** - conflicting shifts are highlighted yellow

<img src="https://mintcdn.com/visualcare/n-CsUlsK0LperCel/images/scheduling/timeline-views/image-1761890138174-1.png?fit=max&auto=format&n=n-CsUlsK0LperCel&q=85&s=de8fe16d8a33a01703fe0c4935dd9647" alt="Client day view conflicts" width="863" height="178" data-path="images/scheduling/timeline-views/image-1761890138174-1.png" />

Double-click on a shift to assign a different worker. New shifts cannot be created from this view.

## Worker week and month view

The worker week and month view provides a broader overview across longer time periods. Access it via **Operations** → **Timeline Worker (Week/Month)**.

The data can be viewed by week, fortnight, or month.

<img src="https://mintcdn.com/visualcare/n-CsUlsK0LperCel/images/scheduling/timeline-views/image-1761890137899-0.png?fit=max&auto=format&n=n-CsUlsK0LperCel&q=85&s=319e494a4d9eb2b01d50b6bfd15ff5ca" alt="Worker week/month view" width="887" height="223" data-path="images/scheduling/timeline-views/image-1761890137899-0.png" />

### Navigation

| Control           | What it does                                                          |
| ----------------- | --------------------------------------------------------------------- |
| **Refresh**       | Refreshes the screen data                                             |
| **Date selector** | Select the week or month to view                                      |
| **Filters**       | Filter by worker type, worker role, areas, divisions, or case manager |

<img src="https://mintcdn.com/visualcare/n-CsUlsK0LperCel/images/scheduling/timeline-views/image-1761890137900-1.png?fit=max&auto=format&n=n-CsUlsK0LperCel&q=85&s=2f90802f2ebb191945b5c89a039b07b2" alt="Refresh button" width="511" height="345" data-path="images/scheduling/timeline-views/image-1761890137900-1.png" />

<img src="https://mintcdn.com/visualcare/n-CsUlsK0LperCel/images/scheduling/timeline-views/image-1761890137900-2.png?fit=max&auto=format&n=n-CsUlsK0LperCel&q=85&s=c7c9a1acf7033a211fb783a7909f928e" alt="Date selector" width="326" height="401" data-path="images/scheduling/timeline-views/image-1761890137900-2.png" />

<img src="https://mintcdn.com/visualcare/n-CsUlsK0LperCel/images/scheduling/timeline-views/image-1761890137900-3.png?fit=max&auto=format&n=n-CsUlsK0LperCel&q=85&s=d32f62a5e67a9b4c83859323ea4d6737" alt="Filters" width="429" height="181" data-path="images/scheduling/timeline-views/image-1761890137900-3.png" />

### Compact vs extended view

<Tabs>
  <Tab title="Compact view">
    Shifts are displayed as coloured blocks. You can click and drag shifts to reassign them to a different worker or day.

    <img src="https://mintcdn.com/visualcare/n-CsUlsK0LperCel/images/scheduling/timeline-views/image-1761890137900-4.png?fit=max&auto=format&n=n-CsUlsK0LperCel&q=85&s=09f1a10c2eefd2cd06396b3290f775d7" alt="Compact view" width="358" height="124" data-path="images/scheduling/timeline-views/image-1761890137900-4.png" />
  </Tab>

  <Tab title="Extended view">
    Lists the individual shifts with their details. Drag-and-drop is not available in this view.
  </Tab>
</Tabs>

<Note>You need to be in compact view to drag and drop shifts between workers.</Note>

### Leave and availability

Worker availability is visible in this view. If a worker is unavailable for the entire day, that day is highlighted purple.

<img src="https://mintcdn.com/visualcare/n-CsUlsK0LperCel/images/scheduling/timeline-views/image-1761890137900-5.png?fit=max&auto=format&n=n-CsUlsK0LperCel&q=85&s=3e16bbf3523fa4ac21d3f57f49a06e03" alt="Leave and availability" width="447" height="64" data-path="images/scheduling/timeline-views/image-1761890137900-5.png" />

### Moving a shift

<Steps>
  <Step title="View shift details">
    Click on the shift count (for example, "3 shifts") to view the individual shift details.

    <img src="https://mintcdn.com/visualcare/n-CsUlsK0LperCel/images/scheduling/timeline-views/image-1761890137901-6.png?fit=max&auto=format&n=n-CsUlsK0LperCel&q=85&s=ed0b7479f5a17ec7563f9cd849e525ef" alt="View shift details" width="402" height="276" data-path="images/scheduling/timeline-views/image-1761890137901-6.png" />
  </Step>

  <Step title="Drag the shift">
    Left-click on the shift you want to move and drag it. As you move it up and down the screen, the system highlights which workers are **preferred** and **non-preferred**.

    <img src="https://mintcdn.com/visualcare/n-CsUlsK0LperCel/images/scheduling/timeline-views/image-1761890137901-7.png?fit=max&auto=format&n=n-CsUlsK0LperCel&q=85&s=eed642d4b21c5fcfd403204e6cdd851e" alt="Dragging a shift" width="880" height="489" data-path="images/scheduling/timeline-views/image-1761890137901-7.png" />
  </Step>

  <Step title="Confirm the move">
    Drop the shift on the target worker and select **Yes** to confirm.

    * A yellow alert appears if you try to move a shift to a conflicting time
    * A red alert appears if you try to move the shift to a different day than originally created

          <img src="https://mintcdn.com/visualcare/n-CsUlsK0LperCel/images/scheduling/timeline-views/image-1761890137901-8.png?fit=max&auto=format&n=n-CsUlsK0LperCel&q=85&s=95c25945f4653af6bbfef83b194c0564" alt="Confirm move" width="397" height="324" data-path="images/scheduling/timeline-views/image-1761890137901-8.png" />
  </Step>

  <Step title="Review updated totals">
    The hours and dollar totals for the worker update when you drop the shift. This shows the total hours and pay for the selected timeframe.

    <img src="https://mintcdn.com/visualcare/n-CsUlsK0LperCel/images/scheduling/timeline-views/image-1761890137902-9.png?fit=max&auto=format&n=n-CsUlsK0LperCel&q=85&s=2e1c093b84c8d76966cd205c5bbf3d29" alt="Updated totals" width="328" height="160" data-path="images/scheduling/timeline-views/image-1761890137902-9.png" />
  </Step>
</Steps>

### Creating a shift

You can add a shift to a worker directly from this view by clicking the grey plus button next to their name.

<img src="https://mintcdn.com/visualcare/n-CsUlsK0LperCel/images/scheduling/timeline-views/image-1761890137902-10.png?fit=max&auto=format&n=n-CsUlsK0LperCel&q=85&s=8807219d8cdf19c7e7196085b6ba4bbd" alt="Add shift button" width="294" height="78" data-path="images/scheduling/timeline-views/image-1761890137902-10.png" />

Select the date, start and end time, client, service, roster, charge rate, and pay rate, then click **Save to Roster**.

<img src="https://mintcdn.com/visualcare/n-CsUlsK0LperCel/images/scheduling/timeline-views/image-1761890137902-11.png?fit=max&auto=format&n=n-CsUlsK0LperCel&q=85&s=d4a8b8e04b9fa4c2ca4e44e7c529d706" alt="Create shift form" width="528" height="762" data-path="images/scheduling/timeline-views/image-1761890137902-11.png" />

<Accordion title="Fitting the whole month on screen">
  To fit the whole month view on your screen, use your browser's zoom function. In Chrome, click the three-dot menu in the top right corner and use the **-** button to zoom out.

  <img src="https://mintcdn.com/visualcare/n-CsUlsK0LperCel/images/scheduling/timeline-views/image-1761890137902-12.png?fit=max&auto=format&n=n-CsUlsK0LperCel&q=85&s=42742392ba9a8d89a18676e1a643e822" alt="Browser zoom" width="389" height="500" data-path="images/scheduling/timeline-views/image-1761890137902-12.png" />

  <Note>If you use the zoom function, reload the page afterwards to make sure everything lines up correctly.</Note>
</Accordion>

## Daily schedule

The daily schedule (**Operations** → **Daily Schedule**) shows rostered shifts in a list format. It displays the same information as the day view but gives you the ability to sort and filter columns, and export to Excel.

## Running into issues?

See [Scheduling troubleshooting](/troubleshooting/rostering-issues) for common errors and fixes.

## Related articles

<CardGroup cols={2}>
  <Card title="Conflict management" icon="triangle-exclamation" href="/scheduling/conflict-management">
    Identify and resolve shift conflicts
  </Card>

  <Card title="Creating new shifts" icon="calendar-plus" href="/scheduling/creating-new-shifts">
    Create shifts in a client roster
  </Card>

  <Card title="Editing shifts" icon="pen-to-square" href="/scheduling/editing-shifts">
    Edit one-off shifts, series, and manage leave
  </Card>

  <Card title="Unallocated shifts" icon="circle-exclamation" href="/scheduling/unallocated-shifts">
    Find and manage shifts without assigned workers
  </Card>
</CardGroup>
