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carer_screen [2017/09/15 16:26] cfadmin |
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| 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|}} | 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 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. | + | 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. |
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| + | Some fields are specifically designed for NMDS data. [[nmds|Please see the NMDS section for more help on this.]] | ||
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| + | 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. | ||
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| + | {{:wiki:carerotherdetails.png |}} | ||
| + | On the other details tab you have some really useful areas: | ||
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| + | 1) This is the transport types, you can add more via lists of needed. How do your staff get to work? | ||
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| + | 2) This is the contract start and end dates. Change these when you want to make a staff member "inactive" | ||
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| + | 3) 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. | ||
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| + | 4) Do you pay mileage or travel time? This section provides fields for recording that data. | ||
| - | Some fields are specially designed for NMDS data. Please see the NMDS section for more help on this. | ||
| - | Navigate through the tabs and populate the required field areas. | ||