There are a number of features exclusively available to those who have management/admin-level access to StoriiCare. 

  • Activity Analytics

  • Trends

  • Flagged/Overdue Items

  • Completed Activities

If you are the Main Admin for your business' StoriiCare account, you will automatically have access to these features. 

If you wish to grant Admin-level access to other members of Staff, you can do this during account creation by selecting All Access from the Staff Permission Level drop-down menu:

How to Customize a Permission Level

  1. Click on Business Settings from the Dashboard

  2. Click Permission Levels on the sidebar menu

  3. Click Edit on an existing Permission Level to make changes

  4. Click the orange + at the bottom to create a new Permission Level

5. This will open a custom form.

6. Give your Permission Level a name

7. Go feature by feature and select the security level you want to apply

8. Hit Save when done

How to Change Staff Permission Level & Role

  1. Click on Business Settings from the Dashboard

  2. Click Staff Roles on the sidebar menu

  3. Find the staff member you need to make changes to

  4. Click on their role in the Staff Group column to select a new one from the drop-down menu that appears

  5. Click on their Permission Level to select a new one from the drop-down menu that appears

  6. Hit Save

How to Find the Management Features

To view features that are only accessible to management you will need to switch from the main Dashboard to the Management Dashboard.

To do this, click on the toggle bar below your name on the Dashboard from All Staff to Management.

The toggle will turn orange and you will see a new Dashboard appear. To go back to the main Dashboard, just hit the toggle bar again.

Using Flagged/Overdue Items

Flagged Notes

Here you will see any notes that staff have flagged as needing your attention. 

Flagged Tasks

Here you will see any tasks that have been flagged as needing your attention or approval. 

Overdue Tasks

Here you will see any tasks that have not been marked as completed. 

If you click on a task, you will be able to select a reason for why it wasn't completed from the drop-down menu, delete, or reschedule the task.

Overdue Outcomes

Here you will be able to see any patient Outcomes that have not been completed. If you click on the outcome, you will be able to select a reason for why it wasn't completed from the drop-down menu, delete, or make revisions to the outcome. 

Uncommented Incidents/Accidents:

Any incident or accident report that is created requires management to comment. This is to ensure that appropriate measures are taken post-event.

If you click into an incident or accident, you will see a Senior/Management comment box at the bottom of the report. 

Simply type in your comment and hit the Save button. 

Using Completed Activities

This feature allows you to oversee how many activities are being carried out in your service. 

From the dashboard, you can see a count of the total number of activities logged for the service since the beginning. 

Using Activity Analytics

  • Select the data point you wish to view from the Chart drop-down menu

  • Select the period of time you want to view using the From and To categories

  • Filter for a specific Service User or Group

  • Email to someone who should see this chart

  • Print any chart in a PDF format

Chart different data points using the Trends section

  • Select the data point you want to view from the Chart drop-down menu

  • Select the Period (e.g. Daily, Weekly, Monthly)

  • Specify the date range with the From and To categories

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