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Contacts and assignments Record the people around a client or employee, and set who is assigned to them over time. Organising your agency with assignments Practical ways to set up assignment types and use them so each person's day starts on their own clients and caregivers. Assignments: who looks after whom What an assignment is, why CareComplete keeps it as a timeline, and how it shapes the lists, dashboards and boards you work from. Finding and adding people Find anyone in your agency with the People list or the header search, and add a new employee or referral. Emailing a copy and printing a form Email someone a link to read a filled-in form, see who opened it, and print it with or without its audit trail. Finding your way around Learn the sidebar menu, the person search and the add menu in the header, so you can get to any screen quickly. A person's profile and tabs Read a person's header, move between their tabs, and update their name, photo, phone numbers, emails and addresses. Turning an inquiry into a client Make a client from an inquiry, checking who they already are and which callers become their contacts.