Rota Management 2.0.6 — fixes and clearer records across the app. • Auto-Fill now tells you WHY a shift could not be filled, not just that it could not. • Shift patterns, priorities, note types and regulatory updates can all be printed — Priorities prints block rules and score rules as two distinct sections, as an inspector would read them. • Rota rules corrected around the clock changes and for under-18 workers. • Clearer pay records: an over-stated 48-hour average is now flagged as such. • Shift Allowances shows, for each shift type, what it counts as for working time and minimum wage, and what must be recorded before it can be priced. • "Working with you" shows the colleagues on the same shift, in the site's local time. • Your organisation's own note types and regulator now load correctly on every device. • Optional alert when nobody checks in for a shift (Admin Settings → Optional Features). • Notifications for credential expiry and right-to-work follow-ups, each opening the screen that resolves it. • Profile change requests have their own notification setting.

Rota Manager 2.0 — the Compliance Edition. Built around the UK rules that actually bite: • Annual leave records under Working Time Regulations reg 16B, kept for the six years the regulations require • Right to work checks — share codes, follow-up dates and the statutory excuse, recorded as dated acts rather than expiry reminders • DVLA driving licence checks — ask a driver for a check code, then record what you verified against it • Reasonable adjustments under the Equality Act, with the sensitive detail restricted to staff you nominate • CQC, RIDDOR and duty-of-candour notifications • Skills for Care (ASC-WDS) worker records and export • Staff file documents for CQC Schedule 3, each under its own retention rule Also in this release: • Turn check-in and check-out on or off for your staff, and optionally require them to be inside the site radius • Titles on incident and ABC notes, so a client's history reads as distinct events • Body maps now mark front, back and both sides, and link to the incident and health report they belong with • Refresh the published rota without leaving the screen • Print from Clients, Team Leaders, Groups, Training, Notes, Tasks, Attendance, Important Dates, Reports, Timesheets and Pay Records • Address autocomplete on every location field • Fixed a crash when opening maps from the Clients and Sites screens

--- SITES & BRANCHES (new) A "site" now means a branch — an office, depot or location you work from. The clients you roster against (service users, departments or contracts, by sector) sit inside a branch. • A Sites screen to create, edit and delete branches, each with its own address, time zone and geofence centre • Put a service user, and a staff member, in a branch • Automatic rota generation keeps each branch's staff on that branch's clients — but a staff member you have not put in a branch stays available to every client, so a half-assigned roster behaves the way it looks • Filter the rota by staff, client and Site; the manual candidate list ranks on the branch too • Excel import and export carry a Site column, both ways • You start with one branch holding everything you already had; branch controls stay hidden until you have a second • That first branch starts at a placeholder address. Until you set it, a client with no coordinates of its own has no geofence centre — the Sites screen flags every row that needs one • Every plan below Multi-site includes one branch; Add Site is disabled with the reason shown, not hidden • This is not cross-site scheduling: there is no way to borrow staff between branches to fill a gap. What Multi-site gives you is one pooled staff allowance across every site, instead of a cap per site CORRECTING A RECORDED FIGURE (new) • Holiday pay: withdraw a figure recorded from the wrong rate, or correct it. Nothing is deleted — the calculation, its reference weeks and the withdrawal date are kept, and the record shows the whole chain • Pay records: discard one so the period can be recomputed. This is a real deletion and the dialog says so — the approved timesheet it came from is untouched, and is what regeneration reads • Both ask you to type the staff member's name first. A second "Are you sure?" guards a mis-tap, not acting on the wrong row OPEN SHIFTS • See the outstanding offers on a shift and withdraw one made by mistake. Withdrawing notifies nobody: the shift stops appearing as available in Rota Sync, and anyone already alerted keeps that alert. A claimed offer cannot be withdrawn, so no button is offered NEW SCREENS, ON EVERY PLAN • Tasks & Checklists — recurring tasks alongside your checklists, on a frequency or your own interval, assigned to shift types or particular clients, with a notification when one is overdue • Profile Requests — a carer's edit to their own details or photo in Rota Sync comes to you to approve, amend and approve, or reject. You can also upload a staff photo from the employee editor. Carers need the current Rota Sync EVERYDAY IMPROVEMENTS • Dashboard cards show a breakdown and open the screen behind them • Tapping a notification opens the screen it is about, not the Notification Centre • Assign staff while creating an Important Date; Special Requirement is optional • Every plan states its client allowance as well as staff and sites, and a plan you are already over is disabled with the reason, not refused after you commit • "Clients" now reads "Clients/Services", and new help topics explain branches • Printing no longer freezes when you change print settings part-way through FIXES • The Clients Location filter offered two hardcoded city names. It now offers your own locations, and new records no longer default to one of them • Adding a client from the rota grid no longer opens a blank grey screen, and dark mode's selected menu item is legible again • When billing cannot be reached, the Dashboard and Subscription screens say so, instead of telling a healthy organisation it is over a limit it is not over • A leaver is counted out of your seat allowance on the UK calendar day, not your device's clock • Auto-generation: same inputs, same rota; the rest-period rule sees a breach just past the window edge; a nudge no longer vetoes a candidate; Reset to defaults respects your plan ---

- Improved layout on smaller screens (Dashboard summary cards, Annual Leave balances, list filters) - Fixed the staff panel on the Rota screen sometimes not expanding or collapsing - Fixed Custom Rota occasionally failing to load - The Rota grid now clearly flags placeholder shift times so they can't be mistaken for saved shifts - Bulk staff import via Excel: more fields supported, clearer warnings for missing/invalid data, safer handling of blank cells, and a built-in guide sheet explaining how to fill it in - New: the app now warns you if a staff member you're adding (manually or via Excel import) looks like a duplicate of an existing one

COMPLIANCE CENTRE - Cancel, shorten or move a published shift from the rota, and the notice given is recorded for you in a cancellation register - Shift-offer notice tracking, guaranteed-hours assessments, and a Working Time 48-hour average - A 48-hour opt-out register you can record against, and withdraw from, with the real signed date - Inspection pack: export every evidence record for a date range as CSV - Publishing a rota now runs short-notice and 48-hour checks first, and tells you what it found - including any site it could not check - before anything goes out - CQC Inspection Report: export an inspection-ready report for any date range - DBS and training expiry status, staffing coverage built from approved timesheets, your notice and cancellation records, and handover-note activity - framed against Regulation 12 and Regulation 18. This is not a CQC-accredited product; it organises your own records for you to check. HANDOVER NOTES - Log handovers against a client, with photos, follow-up actions and a full edit history so nothing is silently changed - Optional AI summaries of a period, or of a single shift. Off until an administrator turns it on; note content is sent to Google's Gemini API, and every summary is labelled as AI-generated TIMESHEETS, PAY AND LEAVE - Timesheets & Pay: scheduled against actual hours for each pay period, with approval, and pay records built from what you approve - Dual holiday pay: see annual leave valued both by the Harpur Trust 52-week average and by contracted hours, and record which one you applied ATTENDANCE AND CHECKLISTS - Attendance: see when staff checked in and out from the Rota Sync app, whether they were on site, and (optional) whether it was within your on-time tolerance window - Checklists: build task lists for your shift types, optionally per client, for carers to complete in Rota Sync CARE-SPECIFIC SCHEDULING - Key Worker: name a key worker for each client, and automatic rota generation will prefer that person for the client's shifts, ranked above general continuity OPEN SHIFTS AND REQUESTS - Offer an unfilled published shift to your team straight from the rota, and let carers claim it in Rota Sync on a first-come basis - The Notification Centre and the bell badge now show shift-swap and availability requests alongside leave, instead of leave only EVERYDAY IMPROVEMENTS - Printed rotas, leave, availability and staff lists now carry your organisation's logo, name and contact details - Set how many staff each shift type needs for each client - Subscription screen: your plan, your staff count against your limit, and change or cancel from inside the app - Staff email, phone and address, plus one-tap connect instructions to get your team onto Rota Sync - Calendar (ICS) export from Custom Rota, and a reachable Shift Patterns screen - More reliable automatic rota generation, including overnight shifts and rest periods across the window edge - A new colour palette, app icon and launch screen throughout New here? Tap "Try the Demo Account" on the sign-in screen to explore a fully set-up organisation.

Manage staff leave without the spreadsheets: • Holiday & sick leave — set each person's entitlement (in days or hours), then approve, decline or amend requests, with paid-day tracking and running balances. • Team leave calendar with coverage warnings, so you can see who's off before you over-approve a day. • Approved leave now blocks the scheduler automatically and shows in Availability. • Re-generate a live rota for only the conflicted days — your good shifts stay put. • Leave-balance and hours-worked reports with CSV export. • A notification centre, plus push alerts for new requests and swaps. • Shift Swaps: staff request to swap or give away a shift; approve, reject or amend in one place. Connect your team to the free Rota Sync app so staff can see their shifts and send you leave, availability and swap requests.

Version 1.2.0 is our biggest update yet — a smarter scheduler, a faster rota planner, and a friendlier app all round. SMARTER AUTO-SCHEDULING • Set your own priorities: drag and drop scheduling rules to decide what matters most to your service • Rest-period protection (UK Working Time Regulations): configurable minimum rest between shifts and maximum consecutive days • Role requirements on important dates — "Nurse Only" days are now strictly enforced • Continuity of care: regular carers are matched to their clients first • Optional compliance gate: block staff with expired DBS or certificates • Every auto-filled shift now explains WHY that person was chosen A FASTER ROTA PLANNER • Preview Auto-Fill results and accept or reject each shift before applying • Tap any cell to see every staff member ranked by suitability — with reasons • Copy last week's rota in one tap, then adjust • Full undo/redo for every change • Live fairness bars show each person's hours against their contract • Today marker, arrow-key week navigation, and tap-to-locate unfilled shifts FOR YOUR CARE STAFF • Add your shifts to your phone calendar (Apple, Google, Outlook) • Repeat your monthly availability pattern for up to 12 months in one go • The staff portal now works in portrait QUALITY OF LIFE • Dark mode • A help guide on every screen • Bulk Excel import now covers shifts, training, holidays, groups, regular staff and important dates — with a ready-made sample workbook • Dozens of stability fixes, including editing no longer clearing staff usernames or notification settings We read every review — thank you for helping us build the rota tool UK care teams deserve.

Push Notifications & Staff Self-Service Portal This update brings your care team closer to the schedule: • Push notifications — care workers are notified instantly when they're assigned a new shift, and when a submitted time-off request is approved or denied. Tapping a notification takes them straight to the relevant screen. • Staff self-service portal — care workers can now log in on their own device to view their upcoming rota, check their compliance record status (DBS, Right to Work, training, etc.), submit their availability, and request time off — all without needing to call the office. • Behind the scenes: security and reliability improvements across scheduling, staff accounts, and organization data.