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trainingguides [2019/07/08 10:45] cfadmin |
trainingguides [2021/07/14 16:52] (current) dominich added Ci guide link |
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- | <WRAP center centeralign> | + | ~~NOTOC~~ |
====== CareFree Training Guides ====== | ====== CareFree Training Guides ====== | ||
- | </WRAP> | + | |
- | \\ \\ \\ \\ \\ \\ \\ | + | |
- | <WRAP center centeralign round download> | + | |
- | ===== CareFree Day 1 Training Guide ===== | + | |
- | **This Training Guide Covers the Basics of CareFree such as:**\\ | + | |
- | Logging into CareFree\\ | + | |
- | Navigating around CareFree\\ | + | |
- | Adding/Editing Carers\\ | + | |
- | Adding/Editing Clients\\ | + | |
- | Adding to the Items Screen\\ | + | |
- | Adding/Editing Contracts\\ | + | |
- | Using the Rota\\ | + | |
- | CareFree User Management\\ \\ | + | |
- | **{{ :wiki:training_booklet_-_carefree_v5.5_day_1_training_v2.pdf |CLICK HERE}} | + | |
- | ** | + | |
- | </WRAP> | + | |
- | \\ | + | |
<WRAP center centeralign round download> | <WRAP center centeralign round download> | ||
- | ===== CareFree Day 2 Training Guide ===== | + | ===== CareFree Training Guides ===== |
- | **This Training Guide Covers the Advanced Features of CareFree such as:**\\ | + | **[[carefreetrainingguides|CLICK HERE]] |
- | Working Hours\\ | + | |
- | Advanced Rota Features\\ | + | |
- | Away Periods\\ | + | |
- | Managing Documents, Policies and Procedures\\ | + | |
- | Using Workflow\\ | + | |
- | Using the Planner Screen\\ | + | |
- | Options and Settings\\ | + | |
- | Using the Verify Screen\\ | + | |
- | Using QA\\ | + | |
- | Creating Mail Merges\\ \\ | + | |
- | **{{ :wiki:training_booklet_-_carefree_v5.5_day_2_training_v1.pdf |CLICK HERE}} | + | |
** | ** | ||
</WRAP> | </WRAP> | ||
- | \\ | + | |
<WRAP center centeralign round download> | <WRAP center centeralign round download> | ||
- | ===== CareFree Day 3 Training Guide ===== | + | ===== RoadRunner Training Guides ===== |
- | **This Training Guide Covers the Advanced Features of CareFree such as:**\\ | + | **[[roadrunnertrainingguides|CLICK HERE]] |
- | Configuring Contracts for Invoicing\\ | + | |
- | Configuring Charge Rates\\ | + | |
- | Preparing Carer Roles for Wages\\ | + | |
- | Configuring Pay Rates\\ | + | |
- | Generating Invoices\\ | + | |
- | Generating Wage Sheets\\ | + | |
- | Configuring Mileage Payment/Charges\\ | + | |
- | Configuring Bank Holidays\\ | + | |
- | Additions and Adjustments\\ \\ | + | |
- | **{{ :wiki:training_booklet_-_carefree_v5.5_day_3_training_v1.pdf |CLICK HERE}} | + | |
** | ** | ||
</WRAP> | </WRAP> | ||
- | \\ | + | |
<WRAP center centeralign round download> | <WRAP center centeralign round download> | ||
- | ===== RoadRunner 4.3.1 Training Guide ===== | + | ===== Portals Training Guides ===== |
- | **This Training Guide Covers the Advanced Features of CareFree such as:**\\ | + | **[[portalstrainingguides|CLICK HERE]] |
- | Installing RoadRunner\\ | + | |
- | Viewing the Rota, Calls and Client Details\\ | + | |
- | Signing In/Out of a Call\\ | + | |
- | Call Logs\\ | + | |
- | Call Notes\\ | + | |
- | Task Management\\ | + | |
- | Client Assessments\\ | + | |
- | RoadRunner Messages\\ | + | |
- | Updating RoadRunner\\ \\ | + | |
- | **{{ :wiki:training_booklet_-_roadrunner_4.3.1_v2.pdf |CLICK HERE}} | + | |
** | ** | ||
</WRAP> | </WRAP> | ||
- | \\ | + | |
<WRAP center centeralign round download> | <WRAP center centeralign round download> | ||
- | ===== Transactions Portal 2.0.1 Training Guide ===== | + | ===== Ci Training Guides ===== |
- | **This Training Guide Covers the Features of the Transactions Portal such as:**\\ | + | **[[citrainingguides|CLICK HERE]] |
- | Viewing Transactions\\ | + | |
- | Filtering Transactions\\ | + | |
- | Configuring Company Options\\ | + | |
- | Adding, Editing and Deleting Phone Numbers\\ | + | |
- | User Management\\ | + | |
- | **{{ :wiki:training_booklet_-_transactions_portal_v2.0.1.pdf |CLICK HERE}} | + | |
** | ** | ||
</WRAP> | </WRAP> | ||
- | \\ | + | |
<WRAP center centeralign round download> | <WRAP center centeralign round download> | ||
- | ===== GDPR Recommendations of CareFree Security ===== | + | ===== Miscellaneous Training Guides ===== |
- | **{{ :wiki:training_booklet_-_gdpr_recommendations_of_carefree_security_v5.pdf |CLICK HERE}} | + | **[[misctrainingguides|CLICK HERE]] |
** | ** | ||
</WRAP> | </WRAP> | ||
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