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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.

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

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

1. Open the Clients or Carers screen

2. Go to Workflow in the Rotas Drop Down Menu

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

4. Click New

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

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

Once a workflow has been attached to a Carer or Client, it will be visible within the workflow screen.

It is possible to complete stages within the workflow and track progress using the workflow screen.

1. Open the Clients or Carers screen

2. Navigate to workflow in the Rotas drop down menu

3. Locate the Client or Carer who is engaged in the workflow

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