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Manage Visit Exceptions

When a care visit doesn't go to plan — for example a late arrival, an early departure, no access, or a missed visit — an exception is recorded against that visit. Managers review these exceptions and mark them as acknowledged or resolved, keeping a clear audit trail.

Manage Visit Exceptions​

To manage visit exceptions, follow these steps:

  1. Sign in to your "Workmax" account with a manager or admin account.
  2. Go to the "Time and Attendance" section and open your rota.
  3. Open the shift, then open the visit location that has an exception.
  4. In the "Exceptions" section, review each exception — its type, the reason reported, and when it was reported.
  5. Take action:
    • Click on the "Acknowledge" button to confirm you have seen the exception.
    • Click on the "Resolve" button once it has been dealt with.

Exceptions are also surfaced through care alerts and can be reviewed alongside Incidents for a full picture of care delivery. If you have any questions or need help, please contact Workmax Support.