Like most computer software, you need to Logon to the system before you can perform any tasks. This allows the work that you do to be recorded correctly as well as filtering access to any necessary screens for Users within an organisation.

Logging onto the Carefree system is simple and easy to do.

1. Double click with your mouse on the Carefree Icon located on your desktop.
2. Enter your User name & Password.
3. Click OK.

Top Tip: You can add users or change passwords by accessing the ‘Tools’ drop down and selecting ‘maintain users and rights’ Covered on pages 48 of this guide. It is also possible to select or de-select varying permissions for a given User Role by Changing the permissions within the User Roles List in the Items Screen.

Dependant on your, role you may want to view all Branches/Teams, or just the one you work in.

In order to select your Branch/Team, simply follow the instructions below:

After logging in you will be presented with a list of all the branches/teams within your organisation

• Click OK to view all, or de-select a certain option by clicking on the by the side of the branch or team you don’t wish to view
  

You can quickly de-select or select all areas by using the icons to the left of the ‘OK’ & ‘Cancel’ buttons

Top Tip : The ‘Tick box’ and ‘Blank box’ options to select and de-select groups of options are used throughout Carefree

Once you become an experienced user of the software, you will settle into a routine for your specific way of working but in the early stages it is a good idea to always start by opening the three key screens that you will use, namely Rotas, Clients and Carers.

Simply click any of the icons on your toolbar and the relevant screen will open.

Top tip: Use the function you need quickly by using the short cut keys. View them by selecting the “view” drop down followed by “shortcut keys” The next section in this guide shows a comprehensive list.

Shortcuts are often used in Windows based software to provide a quick way to access particular screens or options using just the keyboard. There are a number of different keyboard shortcuts available in Carefree.

The list of shortcut keys can be accessed by selecting ‘Shortcuts’ from the ‘View’ dropdown screen, and are shown below:

When using Carefree the following actions buttons will be available to you, located towards the bottom right hand side of the screen.

This will allow you to create a new record or event.

Care should be taken not to select this when wanting to add new information to an existing record.

Will allow you to edit and change an existing record or event.

For example - you have a carer already entered on the system and want to update their contact details

Selecting this will delete the record or event.

Generally, when a Client/Carer leaves you should mark them as inactive as opposed to deleting their record. This is done by changing their Start or End Dates within their Other Details Tab.

Closes the screen you are in. This can also be achieved by click on the lower of the two crosses displayed in the top right hand corner of your screen. Take care though as the upper cross will close down the whole Carefree system and you will need to open it back up again.