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carer_screen [2017/09/15 16:24]
cfadmin
carer_screen [2017/09/15 16:53]
cfadmin
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 {{:​wiki:​carersscreen.png|}} {{:​wiki:​carersscreen.png|}}
  
-These are the buttons ​you see towards the bottom ​which will allow you to add and amend records:+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. 
 + 
 +Some fields are specifically designed for NMDS data. [[nmds|Please see the NMDS section for more help on this.]] 
 + 
 +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. 
 + 
 +{{:​wiki:​carerotherdetails.png |}} 
 +On the other details tab you have some really useful areas: 
 + 
 +1) This is the transport types, you can add more via lists of needed. How do your staff get to work? 
 + 
 +2) This is the contract start and end dates. Change these when you want to make a staff member "​inactive"​ 
 + 
 +3) Minimum and maximum hours for your clients, this gets used in the allocation screens so you can easily see who is below or above their hours allocation. 
 + 
 +4) Do you pay mileage or travel time? This section provides fields for recording that data
  
-Some fields are specially designed for NMDS data. Please see the NMDS section for more help on this. 
  
-Navigate through the tabs and populate the required field areas. 
  
  
  
  
carer_screen.txt · Last modified: 2017/11/23 14:24 (external edit)