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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. Contacts and assignments Record the people around a client or employee, and set who is assigned to them over time. Working without a signal Why the caregiver portal keeps working in homes with no connection, what it holds on the phone, and what the office sees afterwards. 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. Message templates Save messages you send often, and fill them in for one person with a click. What caregivers see in the portal How your messages, job offers and announcements look to a caregiver on their phone. Messaging a caregiver Write to a caregiver, see when they have read it, and mark their replies as dealt with. 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. Working with lists Filter, sort and group any list, choose its columns, and save the views you use as bookmarks. 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 and adding people Find anyone in your agency with the People list or the header search, and add a new employee or referral. 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. Setting up signatures on a form Add signature lines to a form, choose who signs each one, and decide whether signatures are enforceable. 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. 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. Who changed what, and who viewed it Why CareComplete records every change and every look at a person's record, and where you can read that history. Collecting signatures Have a submitted form signed in person on your device, or send a signature line by email. 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. Announcements at clock-in Post a notice caregivers see when they clock in, choose who it is for, and track who has acknowledged it.