RIO Plan

****UPDATE: We have updated our Documentation site - please click the below link****

RIO Plan Overview

RIO Plan is a planning tool you can use it to create Plans for Staff Rosters, Room Bookings and other related activities and view the Plans through a visual interface called the Planner.

Using a browser or Salesforce mobile interface you can plan for staff and resource movements.

Staff will be able to see upcoming allocations and bookings on the go.

The standard RIO Plan functionality includes:

  • Staff scheduling functions
  • Auto-allocation capabilities
  • Activity management and Time Tracking
  • Multi-Location support
  • Mobile Interface
  • Lightning-enabled

Click here for general help videos on how to use the planner.

The following links will show how to create several plans, a Staff Roster, Room Booking and Home Visits.