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    Onboarding

    From first schedule to better solution

    Follow the full loop from first schedule to stronger operations: create a solution, read the recommendations, complete the data, and run again.

    Why the first solution can be weak

    The first schedule does not need to be perfect. It should prove that the foundation data can create a solution and show which fields limit quality.

    Once Caire has run a first solution, missing data becomes concrete: districts, designated caregivers, shifts, cost assumptions, and visit timing appear as recommendations.

    The loop

    Start in onboarding and fill only blocking foundation data. Then create a first planning period, generate visits and shifts, and run a solution even if readiness is incomplete.

    • Read the first solution as a baseline, not as the final result.
    • Open Diagnostics and choose one or two recommended data improvements.
    • Update client, employee, district, or visit-template data.
    • Run a new solution and compare it with the baseline.

    What should improve

    After the data update, at least one important metric should move in the right direction: fewer unassigned visits, higher paid-shift efficiency, less unexplained wait or idle, better continuity, or lower travel/cost.