- Access:
- Staff and HR at Administer, set by role in Settings → Roles
Step by step
- Choose the file. Its columns are matched to Corella's fields from their names; change any that are wrong.
- Say how the dates are written, day first or year first, when the file could be read either way.
- Check the changes: each person's are listed as was → becomes; then apply them in one press.
Tips
- Each person's changes are written to the audit log, with what each detail was before.
This is the help Corella shows on this screen, word for word, written in its default words: client and carer.
