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Write and approve the monthly quality report

For Manager, Owner

  1. At the end of a month, open Quality Reports and tap Draft with the month’s name, for example Draft September. This needs the AI features switched on by the Owner.
  2. The draft lands with each section beside the register it came from. Read it against them.
  3. Tap Edit the text to correct anything, then Save changes.
  4. Tap Approve this report, then Yes, approve it. Nothing counts until it’s approved.

When it’s done

The report says Approved, and it’s kept under Earlier months.

If it doesn’t work

  • There’s no Draft button: the AI features are switched off. Only the Owner can switch them on, in Settings.
  • A figure is wrong: correct the register entry, then fix the text before you approve.
  • Something went wrong drafting the report: try again in a few minutes.
Reports, with the monthly quality report outlined.
CareRecorda · For CQC-registered care homes in England
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