- Access:
- Clinical records at Office, set by role in Settings → Roles
Step by step
- Build a template, then fill it from a shift or from a person's record.
- Report beside a form that has responses lists them as a report — one row each, its answers as columns — and Download CSV gives the same as a spreadsheet.
- Tick Needed before clock-off as well and, on a visit it applies to, the carer clocks off once it is filled in for each client on the visit; the Shift Guide shows it as a must-do step. The rules apply to every shift they match, a repeating one included.
On this screen
Decline submission
Reject a submitted form back to its author, with a reason.
This is the help Corella shows on this screen, word for word, written in its default words: client and carer.
