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Moving, copying and cancelling shifts Move a shift to another day, copy shifts, cancel or restore them, and call off a caregiver. A person's Compliance tab See where one client or employee stands, exempt them or move a due date, and print their compliance history. 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. 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. Reading and changing the calendar view Choose how much of a person's calendar you see, what it shows, and how to read each shift. Filing documents from the inbox Upload scanned documents to an inbox, split or merge them, and file each one under the people it belongs to. Working with lists Filter, sort and group any list, choose its columns, and save the views you use as bookmarks. Scheduled, clocked and approved times Why CareComplete keeps what was planned, what the caregiver clocked and what the office approved as separate times, and when a clock is trusted on its own. How compliance works Understand requirements, rules, standings and when CareComplete works compliance out. Building a form Create a form from scratch or a starter template, then lay out its sections and questions. Filling in a form for a client or caregiver Start a form from a person's Forms tab, fill it in over time or walk through it with them, and submit 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. 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. 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. Red flags warn, they don't block Why CareComplete lets you save a shift with a problem on it, and makes sure someone looks at the problem before the shift is paid or billed. Adding a shift on a calendar Add a new shift from a client's or employee's calendar and fill in the schedule editor. 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. One shift feeds payroll and billing Why the same shift is the source of both a caregiver's pay and a client's bill, and why finalising is the step that signs it off. 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.