Creating a Business Unit

Creating a Provider

​System Settings for Copying and Ending Staff Contracts

Public Holidays

Setting up the Address Gazetteer

Integrating Maps for Rostering Travel Time and Distance

Enabling and Disabling Business Modules

Tracing Performance Issues

List of Scheduled Jobs

Creating a System User

Assigning System User Personas

Adding Security Profiles to a System User

Removing Security Profiles from a System User​

Assigning Home Screens

Deactivating a System User

Removing a System User from a Team

Access to Authorise Forms

Change Team Visibility

Creating a Team

Adding Team Members

Adding Team Security Profiles

Ending a Team Membership

Moving a Team to a Different Business Unit

Team Codes

Creating a Persona

Assigning System Users to a Persona

Deleting a Persona

Advanced Search

Advanced Search - Calculated Columns

Introduction to System Dashboards

Creating a System Dashboard

Creating a System Chart

Aggregated Data in User Charts

Adding Widgets to a System Dashboard

Creating a Home Screen

Allocating a Home Screen

Changing the Owning User of an Advanced Search

Adding Availability Types

Editing Availability Types

Adding Transport Types

Configuring the Delete Booking Dialog

Adding a Booking Deletion Reason

Introduction to Scheduling Setup

Scheduling Setup: Bookings

Scheduling Setup: Bookings Validation

Scheduling Setup: Diary Bookings Validation

Scheduling Setup: Contract Hours Validation

Scheduling Setup: Runs Validation

Scheduling Setup: Wallchart

Scheduling Setup: Bradford Factor Report

Scheduling Setup: Capacity Planning

Scheduling Setup: Employment Contract Continuous Service

Introduction to Booking Type Class

Adding Booking Types: Booking (To Location)

Adding Booking Types: Booking (To Internal Care Activity)

Adding Booking Types: Booking (To External Care Activity)

Adding Booking Types: Booking (To Internal Non-Care Booking)

Adding Booking Types: Booking (Service User Non-Care Booking)

Booking Type Clash Actions

Linking Booking Types to Providers

Introducing the Provider Schedule

Adding a Schedule Booking

Setting Occurrence Against Bookings

Validations When Creating a Schedule Booking

Managing Schedule Bookings

Introducing the Provider Diary

Adding a Diary Booking

Validations When Creating a Diary Booking

Managing Diary Bookings

Introduction to Scheduling Runs

Creating a Scheduling Run

About Me Setup

Access to About Me Setup

Creating an About Me Record

Archived About Me Records

Introduction to Care Planning

Creating a Care Plan

Adding and Completing Assessment Forms

Adding Attachments Against Care Plans

Adding a Person Risk Plan

Recording Care Preferences

Recording and Managing Regular Care

Problems and Notes

Bookings

Creating and Managing Care Plan Documents

Creating a Person Discharge

Recording Daily Care

Adding Body Maps

Adding Health Professionals

Introduction to Bed Management

Creating Sub Locations

Adding Rooms to Sub Locations

Adding Beds to Rooms

Adding a Bed Contract Type

Allocating a Bed to a Person Record

Mark Bed as Unavailable

Introduction to eMAR for Domiciliary Care

MAR Schedules

Medication Periods

Medication Diary

eMAR in the Mobile App

MAR Chart

Configuring Contract Services

Using Contract Services

Person Contract Service

Adding a Person Contract

Ending a Person Contract

Adding a Contract Scheme

Adding a Service

Adding a Services Detail

VAT Codes Setup

Rate Units Setup

Adding Person Contract Service End Reason Rules

Adding Person Absence Reason Rules

Finance Invoice Batch Setup

Using Finance Invoice Generation

Finance Extract Batch Setup

Using Finance Extract Batches

Finance Invoice Processing

Charge Apportionments

Payments Against Invoices

Personal Money Account

Account Types

Entry Types

Adding an Applicant

Schedule Availability

Creating Transport Availability

Adding a New Role Application

Staff Training Items Setup

Training Requirement Setup

Training Course Setup

Adding Training to a System User

Configuring Employment Contracts Reference Data

Creating Employment Contracts

Ending Employment Contracts

Suspending Employment Contracts

Move to New Employment Contract

End and Create New Employment Contract

Creating an Open-ended Absence

Ending an Open-ended Absence

Removing an Open-ended Absence

Adding Worker IDs

Data Import Procedure Overview

Data Migration Maps

Data Migration Packages

Data Import File

Data Import Processes

Using the Data Import Tool

Raising a File Destruction Request

Approving a File Destruction Request

Creating Duplicate Detection Rules

Viewing Duplicate Records

Merging Duplicate Records

Viewing Merged Records

Unmerging Merged Records