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Workflow
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.
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
There are 3 steps involved in creating and using workflows:
- Creating a Workflow
- Attaching the Workflow to a Client or Carer
- Tracking Workflow Progress
Creating a Workflow
1. Go to the Personnel menu and select Workflows
2. Ensure the Edit Workflow radio button is selected and click New
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
7. Click New to add the first stage to the workflow
8. Complete the details for the workflow stage
workflow.1547477131.txt.gz · Last modified: 2019/01/14 15:45 by cfadmin
