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Confirming and sharing schedules Share shifts with clients and caregivers, record their confirmations, and know what withdraws a confirmation. Finding and adding people Find anyone in your agency with the People list or the header search, and add a new employee or referral. 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. Your dashboard Choose which dashboards show on Home, whose caseload they count, and look back at how things stood on an earlier day. 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. Using the schedule board See many people's shifts side by side, narrow them with filters, read the day totals and save views as bookmarks. Who can use a form, and My Forms Let caregivers and other staff fill in, view or acknowledge a form, and see what they must read on My Forms. Build schedules first, share them after Why a shift is not shown to the caregiver or client until you share it, why confirming is separate, and a weekly rhythm that uses both. 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. Working with lists Filter, sort and group any list, choose its columns, and save the views you use as bookmarks. Documentation notes Write notes about the people you care for, add follow-ups, find notes again, and pick up drafts you have not saved. How compliance works Understand requirements, rules, standings and when CareComplete works compliance out. Creating a requirement and its rules Set up a new compliance requirement, or adopt one from a template, and write the rules that decide it. Audit files Set up an auditor's checklist once, then generate one PDF of the evidence for the people they name. Messaging a caregiver Write to a caregiver, see when they have read it, and mark their replies as dealt with. Taking an inquiry call Record a call about care, check whether the caller or the person needing care is already on file, and book a follow-up. Filing, stamps and document workflows Why documents pass through an inbox before they are filed, how stamps record each step a document goes through, and ways to divide the work.