Final Review & Completion

Step 4: Finalize & Export schedule

STEP 4 of 4

Comparison: Before vs After Pre-Planning

BEFORE (Current Schedule)

Frukost - Anna

Tuesday: 08:30-09:10

❌ Customer requests later time

Metrics:

Total trofel time/week: 8.2h

Staff utilization: 72%

Customer satisfaction: ⚠️ Needs adjustment

AFTER (Optimized with Preferences)

Frukost - Anna

Tuesday: 09:00-09:40

✓ Matches customer preference

Metrics:

Total trofel time/week: 7.0h (-15%)

Staff utilization: 78% (+6%)

Customer satisfaction: ✓ Approved

8. Finalize Schedule

Customer have approved - done for export

Agreement date

2025-10-17

Approved of

Anna Svensson

Coordinator

Maria Andersson

Next Steps After Finalization:

1. Manuellt enter fixed times i Welfare/Epsilon or Carefox
2. Set flexibility minutes (±15 min) for daily adjustments
3. Generate and send implementation plan via Parasol
4. For Carefox-kunder: Daily import and optimering startar automatically

Export Checklist:

All visits hofe fixed times

47/47 visit with tidsallokering

Staff assigned

All visits hofe caregiver with correct skills

Customer preferences incorporated

All requests considered in schedule

Notes documented

All comments from customer meeting sofed

Final Weekly schedule for Anna Svensson

Day	Fixed Time	Caregiver	Travel Time	Status
Monday	08:00-08:40	Lisa K.	12 min	Approved
Tuesday	09:00-09:40	Maria S.	11 min (+3)	Customer Preference
Wednesday	08:10-08:50	Lisa K.	10 min	Approved
Thursday	07:55-08:35	Johan A.	15 min	Approved
Friday	08:20-09:00	Maria S.	7 min	Approved
Saturday	08:00-08:40	Lisa K.	12 min	Approved
Sunday	08:00-08:40	Weekend staff	20 min	Approved

Next Step: Manual Entry in Operations System

Welfare/Epsilon

1. Enter customer info (if new)
2. Create visit entry per dag
3. Set fixed time from table above
4. Assign staff
5. Set flexibility minutes: ±15 min

Carefox

1. Enter customer info (if new)
2. Create visit entry per dag
3. Set fixed time from table above
4. Assign staff
5. Set flexibility minutes: ±15 min

Bonus: Daily optimering startar automatically after export

Pre-Planning Complete!

Schedule approved and ready for export

-15%

Travel Time

78%

Staff

100%

Scheduled

1.5h

Time Sofed