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CareRecorda

Guides · Senior access

More guides, and these with bigger pictures, at carerecorda.co.uk/help

Log a shift

This shift on Today with the shift log open.
  1. On Today, This shift shows the shift that’s on now.
  2. Tap Log it beside the shift log.
  3. Put in how many were expected and how many are on shift, plus any sickness or agency.
  4. Tap Save.

You can log any shift, not only the one on now.

See what’s late this shift

This shift on Today: done, late, and each person’s checks.
  1. On Today, This shift says how many checks are done and how many are late.
  2. Tap a name to see that person’s checks. Not allocated holds the ones nobody has.
  3. Tap Do it to do one yourself, or Show all for the whole list.

Check someone’s entry

Entries to check, each with I’ve checked this.
  1. Anything waiting for you shows on Today under Needs your sign-off.
  2. Tap Check it, read the entry, and tap I’ve checked this.
  3. For an Action that’s been done, tap Review and say what you looked at.
  4. You can’t check your own work. Someone else does that.

Every entry waiting is listed together under Home, Governance, Entries to check. Each one is already in the register: checking it says you’ve seen it, and whether it needed correcting.

Sign off a checklist

Needs your sign-off on Today, with entries and checklists waiting.
  1. When someone finishes a checklist, it shows on Today under Needs your sign-off.
  2. Open it and look through the answers, and any Actions it raised.
  3. Tap Mark reviewed.

Find today’s checks

The Checks screen, with Daily, Weekly and Monthly along the top and today’s checks below.
  1. Open Today. Staff and Seniors see Checks allocated to you. Managers and the Owner see Due today, with every check due across the home.
  2. Tap Checks in the menu for every check the home runs, with today’s at the top.
  3. Daily, Weekly, Monthly, Quarterly and Annually sit along the top. Tap one to see those checks.
  4. Use the area buttons, or Find a check, to narrow the list.
  5. Anything due today shows on Today as well, so you don’t have to look in two places.

Tick off a check and add a note

A check opened at the side, with its one-tap answer outlined.
  1. On Today or Checks, tap Do it beside the check. It opens at the side.
  2. Under Answer it, if all is well, tap the first answer. That records it in one tap.
  3. If something’s wrong, tap the second answer and write what you found. It drafts an Action so someone puts it right. Keep it ticked, or untick it if you put it right there and then.
  4. Tapped the wrong answer? Tap Undo straight away. It shows for about 10 seconds.
  5. Done it again later the same day? Open the check and tap Add another entry. Use initials for residents, never names.

Raise an Action

The Raise an action form: category, resident initials, what’s happened, how urgent.
  1. On Today, tap Raise an action under Your Actions. Or open Actions and tap Raise an action.
  2. Pick the category and say what’s happened. Add a resident’s initials if it’s about one person.
  3. Say how urgent it is and anything already done about it.
  4. Tap Raise it. A manager gives it an owner if it isn’t yours to do.

Find your Actions

The Actions screen, grouped by where each one has got to.
  1. On Today, Your Actions lists the ones that are yours or that you raised.
  2. Tap See all Actions for the full list. On a phone, Actions is under Menu too.
  3. Set Owner to Me to see only yours.
  4. Tap Open on any of them to see it and add what you’ve done.

Use “What do I do if…”

What do I do if…, with the cards grouped by situation.
  1. Tap What if… on the bar at the bottom (on a computer, What do I do if… on the left).
  2. Find what’s happening. The cards are grouped, starting with someone seriously unwell.
  3. Open the card and follow the steps in order: recognise, act now, escalate, record, afterwards. The home’s numbers to ring are on it.

In an emergency, call 999 first.

Sign in for the first time

Creating your account: email, password, and Create account.
  1. Open the invite link your manager sent you, by email or message.
  2. Tap Create account. Check the email address is yours.
  3. Choose a password, type it again, then tap Create account.
  4. If it says Check your email, open that email and tap the link in it.
  5. You land on Today. Next time, sign in with the same email and password.

The invite link lasts 7 days. If it has run out, ask for a new one.

Read and sign a policy

The Policies screen, with To read and sign at the top.
  1. Open Policies. To read and sign lists the ones waiting for you. Today shows them too.
  2. Open one and read it all the way through.
  3. Tick the box to say you’ve read and understood it, then tap Sign.

When a policy changes, it comes back to you to read again.

Change your password

The Reset your password screen, with the email box and Send reset link.
  1. Sign out. On a phone, Sign out is under Menu, at the bottom. On a computer, it’s under your email at the bottom left. If you only read policies, it’s at the top right.
  2. On Sign in, tap Forgot your password?
  3. Put in your email and tap Send reset link.
  4. Open the email, tap the link, type your new password twice and tap Save new password.

Put the app on your phone’s home screen

Today on a phone, with the bar along the bottom.
  1. Sign in on your phone’s browser.
  2. iPhone, in Safari: tap the Share button, then Add to Home Screen, then Add.
  3. Android, in Chrome: tap the three dots at the top, then Add to home screen or Install app.
  4. It opens straight to Today from then on, like any other app.