Guide schedules and assignments

Use Schedule to create new planned Guide work with a time, recurrence, or reminder. A schedule and a direct Guide assignment are separate, even for the same Guide and person.

CareMap currently supports reviewing and launching existing assignments. Home, People, Library, and Schedule do not expose controls to create, edit, or archive Guide assignments. Scheduling a Guide does not create a direct assignment.

Schedule a Guide

For a quick one-time schedule while editing a Guide:

1. Open Guide > Schedule guide.
2. Confirm the title, time, timezone, optional Subject, and Reminder.
3. Select Schedule guide. The confirmation can open Schedule or launch the scheduled Guide immediately.

For more options, open Schedule and select Schedule content. You need edit access to the Guide; available content and people depend on your workspace and access.

1. Choose Guide, select the Guide, and choose who it is About: yourself, one visible client, or multiple clients. Select Next.
2. Set the first time and timezone, then select Next.
3. Choose Repeats, reminder, and color options, then Save schedule.
4. If CareMap reports an overlap, change the person or timing. Use Save with overlap only when the overlap is intentional and that action is offered.

When you select multiple clients, CareMap creates separate operator-managed schedules about them in your active workspace. This does not send a Guide assignment to those clients or put the scheduled items in their own Home or Schedule. An authorized operator launches each item from the owning workspace to keep its person and occurrence context.

See Schedule overview, Recurring schedules, and Reminders for the full controls.

Review and launch an existing assignment

1. On Home, open For you > Assigned guides, or find Assigned guides on the person's profile in People when that section is available. An active, incomplete assignment with a due date can also appear in Upcoming or Schedule.
2. Review the Guide, person, due date, status, and any notes or activity.
3. Select Launch to run the Guide with its person and assignment context.
4. Complete and submit the Guide. Its session and resulting Report keep that context, and the assignment changes to Completed.

Open guide opens the Guide itself; use the assignment's Launch action for assigned work. Completed assignments can be launched again; archived assignments cannot. For status meanings and missing rows, see Assignments. See Guide completion and Reports for submission results.

Manage a schedule

Open Schedule, move to the date, and select the item. Launch begins the Guide with its schedule and person context. Submit the Guide to complete the occurrence; launching alone does not.

For a schedule you can change, use Edit schedule or Delete schedule. A recurring occurrence can also offer Skip, Reschedule, Mark occurrence done, or Clear exception without changing the rest of the series. Deleting a schedule removes future planned work but keeps completed responses and Reports.

Fix common problems

• You cannot find assignment creation or editing: Those controls are not exposed in the current UI. Use Schedule for new planned work.
• A person or Guide is missing: Confirm your active workspace and access.
• A schedule is missing: Open the workspace that owns it, move to the expected date, and clear Schedule filters. An assignment without a due date does not create a dated Schedule item.
• A reminder does not appear: Open Schedule and check the item's reminder state and date range.