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carer_screen [2017/09/15 16:47]
cfadmin
carer_screen [2017/11/23 14:24]
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-====== Creating new Carer records ====== 
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-Select the Carer icon from the main menu: 
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-{{:​wiki:​carersmenu.png?​600|}} 
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-This will open the main Carers Screen: 
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-{{:​wiki:​carersscreen.png|}} 
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-Pay attention to these buttons towards the bottom of the screen: 
-{{:​new_edit_delete_close_options.png|}} 
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-__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. 
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-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|}} 
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-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 |}} 
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carer_screen.txt · Last modified: 2017/11/23 14:24 (external edit)