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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. Moving, copying and cancelling shifts Move a shift to another day, copy shifts, cancel or restore them, and call off a caregiver. Versions keep the past as it was Why forms, living documents such as a plan of care, and a client's task list change by new versions instead of being edited in place. Publishing a form and its versions Put a form into use, change it safely in a draft, and understand living documents and many responses. 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. Building a form Create a form from scratch or a starter template, then lay out its sections and questions. Collecting signatures Have a submitted form signed in person on your device, or send a signature line by email. 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. 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.