{"v":"<p dir=\"auto\"><strong>Background.<\/strong> Forms V2 is the new paperwork system for client visits. During a visit, staff go through an on-screen interview with the client, and the system fills in the agency&#39;s paper forms from the answers. On 29 Sep 2026 Jane showed the customer the Start of Care \/ Annual (SOC\/AO) visit on site. This issue is one item from their feedback (item <strong>H3<\/strong> in <code>docs\/ActionItems.md<\/code>).<\/p>\n<h2 id=\"user-content-the-customer-s-rule\" dir=\"auto\">The customer&#39;s rule<\/h2>\n<blockquote>\n<p dir=\"auto\">&#34;Can change allotted hours per day but cannot change total hours authorized.&#34; &#34;Can&#39;t go over authorized hours.&#34;<\/p>\n<\/blockquote>\n<p dir=\"auto\">Staff may move hours between days (e.g. 3 on Monday, 5 on Tuesday), but the <strong>weekly total must not go over<\/strong> the authorized weekly hours (H2).<\/p>\n<h2 id=\"user-content-how-it-works-today\" dir=\"auto\">How it works today<\/h2>\n<p dir=\"auto\">Nothing compares the schedule&#39;s total with the authorization.<\/p>\n<h2 id=\"user-content-what-to-do\" dir=\"auto\">What to do<\/h2>\n<p dir=\"auto\">Add the check: show a running total beside the authorized hours as staff fill in the days, and act when the total is greater.<\/p>\n<h2 id=\"user-content-decision-needed-from-the-customer\" dir=\"auto\">Decision needed from the customer<\/h2>\n<p dir=\"auto\">When the total goes over:<\/p>\n<ul dir=\"auto\">\n<li><strong>hard stop<\/strong>: the visit can&#39;t continue until the schedule fits, or<\/li>\n<li><strong>warning<\/strong>: it is allowed but flagged to the office (shown on the review page).<\/li>\n<\/ul>\n<p dir=\"auto\">Also: is a total <strong>under<\/strong> the authorized hours fine, or should it be flagged too?<\/p>\n<h2 id=\"user-content-technical-notes\" dir=\"auto\">Technical notes<\/h2>\n<p dir=\"auto\">Elements: <code>schedule.*<\/code> and the derived weekly total. Related: H1, H2, H4.<\/p>\n"}