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====== Workflow ======
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Workflows in CareFree are fully customisable checklists which can be used to easily track processes with defined stages, which must be signed off or completed, for the overall process to reach a conclusion.  

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**Workflows are often created in CareFree for processes such as:** 
  * Tracking the Recruitment of Carers
  * Tracking Client Referrals
  * Following a Formal Complaints Procedure
  * Carer Inductions
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**There are 3 steps involved in creating and using workflows:**
  * Creating a Workflow
  * Attaching the Workflow to a Client or Carer
  * Tracking Workflow Progress

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===== Creating a Workflow =====
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1. Go to the **Personnel** menu and select **Workflows**

{{ :wiki:2019-01-14_14h33_43.png?300 |}}

2. Ensure the **Edit Workflow** radio button is selected and click **New**

{{ :wiki:2019-01-14_14h36_14.png |}}

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3. Give the workflow an appropriate name 

4. Tick **Automatically Add to New Carers** for the workflow to attach to new Carer records automatically

5. Click **Save**

6. The radio button will move from **Edit Workflow** to **Stages** as soon as the new workflow is created 

{{ :wiki:2019-01-14_14h40_50.png |}}

7. Click **New** to add the first stage to the workflow 

8. Complete the details for the workflow stage

{{ :wiki:2019-01-14_14h41_59.png |}}
{{ :wiki:2019-01-14_14h42_29.png |}}

9. Repeat this process for all stages of the workflow until completed

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**Change the stage number when adding a new stage to re-order stages if a stage has been missed**
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===== Attaching Workflows to a Client or Carer =====
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1. Open the Clients or Carers screen

2. Go to **Workflow** in the **Rotas Drop Down Menu** 

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3. Use the lists on the left-hand side of the screen to go to the Client or Carer you wish to attach the workflow to

{{ :wiki:2019-01-14_15h24_34.png |}}

 
4. Click **New**

5. Use **Workflow Type** drop-down box to choose the workflow you want to attach the Carer/Client

{{ :wiki:2019-01-31_11h09_39.png |}}

6. Select the **Start Date** for the workflow, if there is no start date tick **No Start Date**

7. Click **Save** to attach the workflow to the Carer/Client
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===== Tracking Workflow Progress =====
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Once a workflow has been attached to a Carer or Client, it will be visible within the workflow screen and also available on the Workflow Planner. 

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==== Using the Carer/Client Workflow Screen ====
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1. Open the Clients or Carers screen

2. Go to **Workflow** in the **Rotas Drop Down Menu** 

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3. Use the lists on the left-hand side of the screen to go to the Client or Carer you wish to attach the workflow to

{{ :wiki:2019-01-31_11h37_50.png |}}

4. Double click on the stage of the workflow you wish to complete

{{ :wiki:2019-01-31_11h19_05.png |}}
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==== Using the Workflow Planner ====
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The Workflow Planner presents a more user-friendly way of tracking workflow progress in CareFree.  

1. Click on the **Planners** icon 

{{ :wiki:planners_main_menu.png |The location of the planners icon}}

2. Select **Workflow** using the drop-down menu in the top left corner of the screen

{{ :wiki:2019-01-31_11h25_18.png |}}

3. Use the Workflow Planner to complete stages within a workflow for Carers and Clients as shown below

{{ :wiki:2019-01-31_11h26_43.png |}}