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getting_started
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getting_started [2017/11/24 13:12] cfadmin |
getting_started [2021/10/22 11:39] (current) cfadmin |
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| ====== Getting Started ====== | ====== Getting Started ====== | ||
| - | {{:wiki:cf_login.png?320 |}} | + | {{:wiki:carefree_version.png?320 |}} |
| - | To use CareFree you must first login to the system. | + | Some users will access carefree from the desktop of their computers whilst others will access it via a web browser. Users who access CareFree from a web browser are on our hosted system. |
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| - | Some users will access carefree from the desktop of their computers whilst other will access it via a web browser. Users who access CareFree from a web browser are on our hosted system. | + | |
| On hosted we look after the system for you, this means we take regular tape backups (ensuring data integrity) and run regular maintenance which means you don't have to. | On hosted we look after the system for you, this means we take regular tape backups (ensuring data integrity) and run regular maintenance which means you don't have to. | ||
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| For now select all the branches if presented, as this will give you access to every carer and client. | For now select all the branches if presented, as this will give you access to every carer and client. | ||
| - | Its worth noting that even if we select all branches we can still use filtering within the system to view only select branches. Also branch access can be restricted if the need arises. | + | Its worth noting that even if we select all branches we can still use filtering within the system to view only select branches. Also branch access can be restricted if the needed, some companies for instance might have multiple offices around the country and might only want staff at a particular branch see clients and carers who are based there. |
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| __**The main CareFree screen is then presented:**__ | __**The main CareFree screen is then presented:**__ | ||
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| {{:wiki:maincarefreescreen.png?nolink|}} | {{:wiki:maincarefreescreen.png?nolink|}} | ||
| - | **1)** This area is the file menu bar, all the options available in CareFree are under these lists. | + | The screen above has three distinct areas a top, middle and bottom. The top section contains the program links, these links open different parts of the system basically the tools you will use everyday. |
| - | **2)** The CareFree toolbar, CareFree's main features are located on this menu for quick access. | + | The grey middle section, which in the picture is the workbench. The workbench is where the tools will open. Once open you will use these tools to input and read data. |
| - | **3)** The CareFree work bench, items opened from 1) or 2) will load into this area. | + | Towards the bottom you have the status panel, this will show you really useful information like QA warnings, Unallocated calls etc. //(see the links on the left to learn more about these areas within CareFree)// |
| - | **4)** Notification area, QA warnings, and un-allocated calls can be accessed from here. | + | <WRAP center round tip 100%> |
| - | + | There is no need to close the tools, once open they will form as tabs at the bottom of the screen. You can use the tabs by clicking on them to navigate between the tools. {{:wiki:carefree_bottom_tabs.png?200|}} | |
| - | <WRAP center round tip 60%> | + | |
| - | There is no need to close tabs, once open you can use the tab option which opens at the bottom of the screen so you can easily navigate between the tools you need. {{:wiki:carefree_bottom_tabs.png?200|}} | + | |
| </WRAP> | </WRAP> | ||
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| - | Use the other sections on the left hand side to learn more about the features available in CareFree. | ||
getting_started.1511525566.txt.gz · Last modified: 2017/11/24 13:12 by cfadmin
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