Skip to content
CareRecorda
A day with itPoliciesInspectionPricingSign in
Book a walkthrough

All the guides

Set when checks fall due, and how often you see each person

For Manager, Owner

  1. Open Settings, then Checks & tasks.
  2. Under Task deadlines, choose the day weekly tasks are due, the day monthly tasks are due, and the month yearly tasks are due. Tap Save deadlines.
  3. Under How often you see each person, set how often supervision and appraisal happen, and how long probation runs. Tap Save.
  4. For the monthly returns, go back to Your home. Under Monthly returns, set the due day for each and tap Save due days.

When it’s done

“Task deadlines saved”, “Saved — new reviews will use these” and “Due days saved”. Checks and Today use the new dates.

If it doesn’t work

  • It says it couldn’t save: try again.
  • A review already booked kept its old date: that’s expected. Only new reviews use the new gap.
Task deadlines in Checks & tasks, with Save deadlines.
CareRecorda · For CQC-registered care homes in England
PricingPrivacyTermsHelpSign inBook a walkthrough