Keyboard
This page is for everyone. It covers every keyboard shortcut in WholeVisit: the command palette, undo on the rota, moving around the rota grid, and dialogs.
Keys are written for a Mac first. On Windows and Linux, press Ctrl wherever this page says Cmd.
The command palette
Section titled “The command palette”Cmd+K (Ctrl+K on Windows) opens it from anywhere. Press it again to close it, or press Escape.
You can also press Search in the header, which shows the same shortcut on the button.
The box reads “Jump to a page, client or support worker”. Arrow keys move the highlight, Enter goes, and the palette closes and clears itself behind you. Every row is at least 44 pixels tall, so it works under a thumb as well as under a cursor.
Everything in it is searchable
Section titled “Everything in it is searchable”Type what you want to do, not where it lives. “Add a client”, “new client” and “create client” all find the same row, because every row carries the words people use for it as well as its own name.
Choosing an action opens it. “Add a client” opens the form, not the client list. “Publish this week” opens the publish dialog on the rota. “Export this report” starts the download.
Nothing disappears as you type. Actions, pages, people and records are all matched the same way.
With the box empty
Section titled “With the box empty”The palette shows Recent: the last five things you chose, newest first. It is remembered in your own browser, so it is yours alone and it does not follow you to another device.
What it finds
Section titled “What it finds”- On this page, when you are on a client, a visit, a person or a report. These sit at the top. A client record offers reporting an incident for that person, exporting their record, adding a medicine, a care plan task, time away from home or somebody to the care team, and opening the rota. Removing a client walks you to the card that asks the question; the palette never confirms a removal itself.
- Actions, every door your role has. Clients: add a client, show removed clients. Rota: this week, today, add a visit, publish the week, copy last week, reset to templates, auto-fill. Templates: start a new one. Leave: book leave for somebody, requests waiting, request your own. Incidents: report one, your own reports, the ones still open. Alerts: waiting, dealt with. Settings: add a team member, your profile, switch organisation, sign out. And at the door: check in to your next visit.
- Clients, up to six matches. Support workers see only the clients they visit.
- Support workers, up to six matches. Coordinators only.
- Visits, this week and next. Type a name, a day and a time: “Edna Tue 08:00”.
- Medicines, by name, from the client records you have opened. The row goes to that client’s medication tab.
- Alerts, by the person the alert is about. The row opens the inbox on the waiting shelf, narrowed to that name.
- Incidents, by what the report says. The row opens the log with those words in its search box.
- Pages, every page you can open.
Actions and pages are both built from the same navigation you see in the header, so the palette can never offer you a door your role does not have. A support worker’s palette lists their dashboard, clients, incidents, alerts, their week, leave and their timesheets, and the actions that go with them, and nothing else.
If nothing matches, the palette says so.
Undo on the rota
Section titled “Undo on the rota”Cmd+Z on the rota takes back your last change: seating somebody, taking them off, or moving a visit’s time. Press it again to keep going back, up to twenty changes.
It only works within the browsing session. Reload the page and the undo history is gone.
It never interrupts typing. In a text box, a note field or a dialog, Cmd+Z is the browser’s ordinary undo, exactly as you would expect.
There is an Undo button on the rota that does the same thing.
The rota week grid
Section titled “The rota week grid”The week grid can be worked entirely from the keyboard. Tab once to enter it: the whole grid is a single stop, so Tab does not walk you through a hundred visits to get past it.
Once you are in a cell:
| Key | What it does |
|---|---|
| Arrow keys | Move one cell up, down, left or right |
| Home | First cell of the row |
| End | Last cell of the row |
| Cmd+Home | First cell of the grid |
| Cmd+End | Last cell of the grid |
| Page Down | Five rows down |
| Page Up | Five rows up |
| Enter | Step into the cell, onto its first visit |
Once you are on a visit inside a cell:
| Key | What it does |
|---|---|
| Down and Up | Move to the next or previous visit in the same cell |
| Enter or Space | Open the visit |
| Escape | Step back out to the cell |
Dragging a visit is not the only way to move it. Open the visit and use the assign box instead; it does everything dragging does.
The day and month views
Section titled “The day and month views”These have no special keys. Every day in the month view and every visit in the day view is an ordinary button: Tab to it, Enter or Space to open it.
Choosing between week, day and month, and paging to the previous or next week, are controls you Tab to. There are no letter shortcuts for them.
Dialogs and sheets
Section titled “Dialogs and sheets”Escape closes any dialog, sheet or popover. Clicking outside does the same.
Two things behave differently on purpose:
- The session expired dialog cannot be closed. Escape does nothing. Its one button signs you back in. Read Signing in for why.
- Escape on a visit in the rota grid steps you back out to the cell rather than closing anything. If that visit’s panel is open, Escape closes the panel first, then a second Escape steps out to the cell.
On a confirmation, Escape is the same as pressing Keep it. Nothing is ever destroyed by dismissing a dialog.