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carer_screen [2017/09/04 16:12] cfadmin |
carer_screen [2017/09/15 16:50] cfadmin |
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{{:wiki:carersmenu.png?600|}} | {{:wiki:carersmenu.png?600|}} | ||
- | You will then see a screen which will enable you to __New__, __Edit__, __Delete__ and __Close__ the record. | + | This will open the main Carers Screen: |
{{:wiki:carersscreen.png|}} | {{:wiki:carersscreen.png|}} | ||
- | Pay attention to the options at the bottom of the screen. | + | Pay attention to these buttons towards the bottom of the screen: |
{{:new_edit_delete_close_options.png|}} | {{:new_edit_delete_close_options.png|}} | ||
- | __New__ will create a new record, __Edit__ will allow editing of an existing record, and in certain circumstances __Delete__ will remove a record. __Close__ will just close the window. | + | __New__ will create a new record, __Edit__ will allow editing of an existing record, and in certain circumstances __Delete__ will remove a record. __Close__ closes the window. |
When navigating the tabs, any fields which are mandatory are in yellow so for instance the surname is a required field on the general tab: {{:wiki:yellow_required_field.png|}} | When navigating the tabs, any fields which are mandatory are in yellow so for instance the surname is a required field on the general tab: {{:wiki:yellow_required_field.png|}} | ||
- | CareFree provides many fields which can be populated, the more entered into CareFree the more you can report on, its also easier from a management point of view having all the relevant data populated in one system. | + | CareFree provides many fields which can be populated, the more data entered into CareFree the more you can report on. Its also easier from a management point of view having all the relevant data populated in one system, cutting down on time wasted searching various places. |
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+ | Some fields are specifically designed for NMDS data. [[nmds|Please see the NMDS section for more help on this.]] | ||
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+ | To create a record navigate through the tabs and populate the required field areas. Here are some of the areas which you might want to pay particular attention to. | ||
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+ | {{:wiki:carerotherdetails.png |}} | ||
+ | On the other details tab you have some really useful areas: | ||
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+ | 1) This is the transport types, you can add more via lists of needed. How do your staff get to work? | ||
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+ | 2) This is the contract start and end dates. Change these when you want to make a staff member "inactive" | ||
+ | 3) | ||
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