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--- carer_screen [2017/09/04 15:51]
cfadmin
+++ carer_screen [2017/11/23 14:24] (current)
@@ Line 6: / Line 6: @@
 {{:wiki:carersmenu.png?600|}}
-You will then see a screen which will enable you to __New__, __Edit__, __Delete__ and __Close__ the record.
+This will open the main Carers Screen:
 {{:wiki:carersscreen.png|}}
-Pay attention to the options at the bottom of the screen.
+Pay attention to these buttons towards the bottom of the screen:
 {{:new_edit_delete_close_options.png|}}
-__New__ will create a new record, __Edit__ will allow editing of an existing record, and in certain circumstances __Delete__ will remove a record. __Close__ will just close the window.
+__New__ will create a new record, __Edit__ will allow editing of an existing record, and in certain circumstances __Delete__ will remove a record. __Close__ closes the window.
+When navigating the tabs, any fields which are mandatory are in yellow so for instance the surname is a required field on the general tab: {{:wiki:yellow_required_field.png|}}
+CareFree provides many fields which can be populated, the more data entered into CareFree the more you can report on. Its also easier from a management point of view having all the relevant data populated in one system, cutting down on time wasted searching various places.
+Some fields are specifically designed for NMDS data. [[nmds|Please see the NMDS section for more help on this.]]
+To create a record navigate through the tabs and populate the required field areas. Here are some of the areas which you might want to pay particular attention to.
+{{:wiki:carerotherdetails.png |}}
+On the other details tab you have some really useful areas:
+) This is the transport types, you can add more via lists of needed. How do your staff get to work?
+) This is the contract start and end dates. Change these when you want to make a staff member "inactive"
+) Minimum and maximum hours for your clients, this gets used in the allocation screens so you can easily see who is below or above their hours allocation.
+) Do you pay mileage or travel time? This section provides fields for recording that data.

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