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Navigating the System

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.


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