Creating a Business Unit

Creating a Provider

​System Settings for Copying and Ending Staff Contracts

Public Holidays

Address Lookup - Gazetteer

Maps Integrations

Enable and Disable Business Modules

List of Scheduled Jobs

Tracing Performance Issues

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

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

Access to Reference Data

Reference Data Setup

Advanced Search

Advanced Search - Calculated Columns

Adding Availability Types

Editing Availability Types

Transport Types

Scheduling Setup

Booking Deletion Reasons

Care Provider Deletion Reasons

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

Adding a Person Contract

Ending a Person Contract

Person Contract Service

Configuring Contract Services

Adding a Contract Scheme

Adding a Service

Adding a Services Detail

VAT Codes Setup

Rate Units Setup

Using Contract Services

Finance Invoice Batch Setup

Finance Invoice Processing

Using Finance Invoice Generation

Finance Extract Batch Setup

Using Finance Extract Batches

Charge Apportionments

Personal Money Account

Payments Against Invoices

Adding an Applicant

Schedule Availability

Transport Availability

Using the Training Module

Setting Up Training

Employment Contracts Configuration

Employment Contracts

Suspending Employment Contracts

Copying or Ending an Existing Staff Contract and Creating a New Staff Contract

Open-ended Absences

Worker IDs