Release Notes
v6.4.17 Release Notes - 3rd December 2024
v6.4.16 Release Notes - 4th October 2024
v6.4.15 Release Notes - 6th September 2024
V6.4.15 Roadmap Upcoming Features (subject to change) 6th September
v6.4.14 Release Notes - 9th August 2024
V6.4.14 Roadmap Upcoming Features (subject to change) 9th August
v6.4.12 Release Notes - 5th July 2024
V6.4.12 Roadmap Upcoming Features (subject to change) 5th July
v6.4.11 Release Notes - 24th May 2024
V6.4.11 Roadmap Upcoming Features (subject to change) 24th May
v6.4.10 Release Notes - 12th April 2024
v6.4.9 Release Notes - 1st March 2024
v6.4.8 Release Notes - 19th January 2024
v6.4.7 Release Notes - 24th November 2023
v6.4.6 Release Notes - 13th October 2023
v6.4.5 Release Notes - 1st September 2023
v6.4.4 Release Notes - 21st July 2023
v6.4.3 Release Notes - 9th June 2023
v6.4.2 Release Notes - 5th April 2023
v6.4.1 Release Notes - 31st March 2023
v6.4.0 Release Notes - 3rd March 2023
v6.3.3 Release Notes - 3rd February 2023
6.3.2 Release Notes - 16th December 2022
v6.3.1.1 (6.3.1.420) - 24th November 2022
v6.3.1 Release Notes - 14th November 2022
Care Cloud Warranted Environment Specification (WES) Version 1
V6.4.16 Roadmap Upcoming Features (subject to change) 4th October
V6.4.17 Roadmap Upcoming Features (subject to change)
Navigation
Main Menu Navigation
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Page Menu
Enabling the New User Interface
OneAdvanced - Powering the world of Care
System Admin
Administrator
Reference Data
Email Setup
Setting up Emails
Registering the App
Assigning Microsoft 365 Licences
Configure System Settings for Emails
Single Sign-On
Introduction to Single Sign-On
Authentication Providers (for Reference Only)
Logging in Using SSO for the First Time
Logging in Using MFA
Creating a Business Unit
Creating a Provider
System Settings for Copying and Ending Staff Contracts
Public Holidays
Setting up the Address Gazetteer
Integrating Bing or Google Maps
Enabling and Disabling Business Modules
Tracing Performance Issues
List of Scheduled Jobs
System Users
Creating a System User
Assigning System User Personas
Adding Security Profiles to a System User
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Assigning Home Screens
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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
Booking Types
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
Using the Provider Schedule
Introducing the Provider Schedule
Adding a Schedule Booking
Setting Occurrence Against Bookings
Validations When Creating a Schedule Booking
Managing Schedule Bookings
Using the Provider Diary
Introducing the Provider Diary
Adding a Diary Booking
Validations When Creating a Diary Booking
Managing Diary Bookings
Scheduling Runs
Express Booking Criteria
Forcing an Express Booking Job
Time and Attendance
Introduction to Time and Attendance
Configuring Time and Attendance Rules
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Unmatching Events
People
About Me
Care Planning
Introduction to Care Planning
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Adding Attachments Against Care Plans
Adding a Person Risk Plan
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Bed Management
Introduction to Bed Management
Creating Sub Locations
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Adding Beds to Rooms
Adding a Bed Contract Type
Allocating a Bed to a Person Record
Mark Bed as Unavailable
eMAR for Domiciliary Care
Introduction to eMAR for Domiciliary Care
MAR Schedules
Medication Periods
Medication Diary
eMAR in the Mobile App
MAR Chart
Person Search
Enforce Searches Before Creating Person Records
Adding a Person Record
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Creating Person Specific Training
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Adding a Correspondence via Person Record
Preferences
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Finance
Person Contract Services
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Configuring Contract Services
Using Contract Services
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Adding a Person Contract
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Adding a Contract Scheme
Adding a Service
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VAT Codes Setup
Rate Units Setup
Adding Person Contract Service End Reason Rules
Adding Person Absence Reason Rules
Invoicing and Billing
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Using Finance Extract Batches
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Personal Money Account
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Providers
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Training
Staff Training Items Setup
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Adding Training to a System User
Employment
Configuring Employment Contracts Reference Data
Creating Employment Contracts
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End and Create New Employment Contract
Creating an Open-ended Absence
Ending an Open-ended Absence
Removing an Open-ended Absence
Adding Worker IDs
Payroll
Setting up Timeband Sets
Setting up a Payroll Batch
Setting up Master Pay Arrangements
Confirming Bookings on the Provider Diary
Viewing Output of Payroll Batches
How to Download Gross Pay Advice(s)
How to Send Gross Pay Advice(s)
How to use Mail Merge to Download Gross Pay Advice(s)
Payroll Exports
Forms Management and Workflows
Pathways
Introduction to Pathways
Configuring the Pathway Task Catalogue Elements
Configuring the Pathway Setup
Exporting and Importing Pathways
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Using Pathways
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Data Migration
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Mobile App
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Add Mobile User Security Profile to System User
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Marking Diagnosis as Key Risk
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Using the Mobile App
FAQ
Request a Help Article
Security Profiles - Record Privileges
Glossary
Care Cloud Finance API’s
FAQ - Why can't we see all Residents in the Mobile App?
FAQ - What is the timeout of the Product?
FAQ - Why am I seeing an error message in the Mobile App about option-set data not available?
FAQ - Why is the Employee Type field important when creating a System User record?
- All categories
- System Admin
- Views and Dashboards
- Creating a System Chart
Creating a System Chart
Updated by Mohammed Jamal
System Charts enable the creation of various chart styles based on your data. These charts can then be added as widgets to your organisation's System Dashboards.
Users can interact with the charts through drill-through functionality, by selecting specific areas to navigate to relevant system sections. Charts can also be downloaded as SVG or PNG image files.
To create a System Chart:
- Navigate to Settings > Views & Dashboards > System Charts. The 'System Charts' page is displayed.
- Select the Create new record button on the toolbar. The 'System Chart: New' dialog is displayed:
- Complete the fields on the dialog, mandatory fields are marked with a red asterisk *.
Fields | Description | Field Logic Type | ||
Name* | Enter a Name for your System Chart. | Text Max 200 Characters. | ||
Description* | Enter a Description for your System Chart. | Free text | ||
Type* | Select the Type of Chart that you want to create. This field is read-only after you save. The following Chart Types are available:
| Selection | ||
Record Type* | Select the Record Type from which data is extracted and displayed in the chart (see the available Record Types section for more information). This field is read-only after you save. | |||
Data View* | Select the Data View; the values available will be dependent upon the Record Type selected. Chart data is only extracted from records that are currently displayed in the selected View from the item selected in this drop-down list. You can select a view from System Views or My Views (record views that you have created from an Advanced Search). | |||
Colours | Enter comma-separated Hex codes in the field to apply specific colours to your chart Categories. | Free text Hex codes only separate by comma | ||
Distributed Colours | Checkbox | |||
Format Function | Drop-down selection | |||
Show Percentage Target | Checkbox | |||
Description | Free text | |||
Series | Select one or more Series to be shown in the chart. • The first drop-down contains field values from the selected Record Type. This value will be displayed on the Y-axis of the Chart. • The second drop-down contains the result types that are applicable to field chosen in the first drop-down for the Series. For example, Sum is only available where the field specified for the Series is numeric, decimal or currency and the values can be added together. • A third drop-down menu is only displayed if Type = Mixed and required the selection of the type of chart that applies to the Series. • Enter a Series Label for the data in the final column if required. By default, the system displays '[Value selected in column 2] (Value selected in column 1)'. | |||
Categories | Add one or more Categories. These values group the data on the X-axis of the Chart. You can select fields within the Record Type selected, or Child/Parent fields associated to the Record Type. | |||
Show Legend? | Tick the checkbox if you want a legend to be displayed that provides a colour-coded description for each Category value in the chart. Apart from visual guidance, legends also allow users to do the following: • For Donut and Pie charts, selecting the legend navigates the user to a list view of relevant records. • For other types, such as Column and Bar, selecting the legend hides/shows the relevant data in the chart. • For a Mixed chart, selecting a legend hides/shows the relevant chart type. | Checkbox | ||
Position | The position of the legend in the chart. If no value is selected here, and the Show Legend? checkbox is ticked, the legend is shown on the right by default. | Drop-down selection | ||
Valid for Export | Tick the Valid for Export checkbox if you want the System Chart to be included in data migration processes. | Checkbox | ||
Inactive? | Tick the Inactive? checkbox to deactivate a chart and make it unavailable for addition to Dashboards from this point on. You can edit this field after saving to make it available for selection. | Checkbox |
- Select the Save button to save your chart and display a preview in the righthand pane.