How to Offer an Unassigned Service to Your Team in Teiro
A coordinator offers an unassigned service to a tier of eligible carers instead of ringing round, previews exactly who will see it before sending, and reviews who accepted once responses come in.
Full transcript
The full text of the walkthrough above, for anyone who would rather read it or needs it in text form.
What this recording shows
This is a 46 second screen recording of a coordinator offering an unassigned service to a tier of carers in Teiro, the care management platform used by Australian NDIS and aged care providers, followed by a carer accepting it and the coordinator confirming the assignment. It was recorded on the real product.
Opening the offer composer from an unassigned service
An unassigned service on the scheduler board opens the same Assign Worker panel a coordinator already uses to hand-pick a carer. Alongside the usual candidate list sits a second action, Offer to team, for putting the service in front of a tier of carers instead of choosing one directly.
Choosing who hears about it
The composer offers three tiers: Regular team, carers who have worked with this client before plus anyone on their preferred list; Preferred carers only; and All eligible. Where a client's care plan requires continuity, only Regular team is available, and the other tiers show why they are unavailable rather than disappearing.
The audience preview, before anything is sent
Before the coordinator can send the offer, the panel shows an audience preview: how many carers are actually eligible, how many are already booked elsewhere at that time, and how many are not shown at all. Carers not shown are excluded by the client's safeguarding or preference settings -- Teiro states that a setting applies without ever naming who it is or why. This preview is what turns "I think six people can do this" into a real number before the offer goes out.
The two ways an offer resolves
Every offer resolves one of two ways, and the panel states which one applies and why before the coordinator sends it. Close to the start time, the first carer to accept gets the shift. Further out, the coordinator reviews whoever accepted and chooses. A coordinator can override the suggested mode, but never sends an offer without seeing which mode applies.
What a carer sees before accepting
On the carer's Open Shifts list and in the offer detail screen, the mode is shown plainly next to the shift, so a carer never mistakes an offer they can put their hand up for a shift they already hold. The offer itself shows the date, time, duration and suburb, and the client's first name. A carer only sees the client's full name if they have worked with that client recently or are on their preferred list, and clinical detail is never shown until the carer is actually rostered on.
Accepting, and what happens next
The carer accepts from the offer detail screen. Under first to accept, that carer has the shift. Under coordinator picks, the coordinator's Open Offers list shows every acceptance as it comes in, and Review Acceptances lists everyone who put their hand up so the coordinator can assign the shift to one of them. Everyone who accepted is told the outcome once the coordinator decides, not just the person who got it.
Where this fits, and where it does not
This is built for the hours-to-days before a shift, not an urgent same-morning gap -- for that, the phone is still faster. And it is not a marketplace: there is no bidding, no rates, and no negotiation. The organisation publishes fixed work, and a carer says yes or no.