General Documents
This folder holds standard documents like service agreements, consent forms, and correspondence. When uploading, you can set:
Title: A name for the document
Signed Date: When the document was signed
Valid From / To: The period the document is valid
Visible to Mobile App: Whether staff can see this document in the mobile app when viewing shift details
Assessment Documents
This folder holds clinical assessments and evaluations. These have additional fields:
Assessment Type: Home, Risk, Mobility, Falls, Clinical, or General
Assessment Date: When the assessment was conducted
Valid From / To: The validity period
Secure Documents
This folder holds restricted documents that only certain users can access. This folder has a lock icon. To manage who can access the folder:
Click the three-dot menu on the Secure Documents folder card
Select "Folder Access"
Search for users and check the box next to their name to grant access
Click "Save" to apply the changes
Documents in this folder are never visible to carers in the mobile app.
Document Actions
For each document, you can:
View: Open the document in a new browser tab
Download: Save the file to your computer
Edit: Change the document title, dates, or visibility settings
Delete: Remove the document (you will be asked to confirm)
Uploading a File
Click on a folder to open it, then upload a file. Only PDF files are accepted.
Managing Files
Once uploaded, files can be viewed, downloaded, edited, and deleted from within their folder.