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Who is due: the Compliance list Find which employees are overdue or due soon, filter and group the list, and record contact about a requirement. Working with lists Filter, sort and group any list, choose its columns, and save the views you use as bookmarks. 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. Finding and adding people Find anyone in your agency with the People list or the header search, and add a new employee or referral. Skills and skill suggestions Keep people's skills in step with their compliance requirements by applying the skill changes CareComplete suggests. Documentation notes Write notes about the people you care for, add follow-ups, find notes again, and pick up drafts you have not saved. Files and the file cabinet Find, open, stamp and download the documents filed under a person, or across the whole agency. Checking timesheets Use the Timesheets page to see which shifts are ready to finalise and which need attention. 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. Confirming and sharing schedules Share shifts with clients and caregivers, record their confirmations, and know what withdraws a confirmation. Publishing a form and its versions Put a form into use, change it safely in a draft, and understand living documents and many responses. Announcements at clock-in Post a notice caregivers see when they clock in, choose who it is for, and track who has acknowledged it. 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. 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. Working the Inquiries list Find the inquiries that need you, follow them up, and keep status, reminders and close reasons up to date. 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. 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. Messaging a caregiver Write to a caregiver, see when they have read it, and mark their replies as dealt with.