Adding a carer team in CallConfirmLive! helps organise staff into groups for easier scheduling, communication, and management of visits across clients and locations.
To add a team to the dropdown list for carer follow the these steps.
In the top-right corner, click System, then click Lookup Administration.
Select the team folder, then click the green plus icon.
Enter the name of your team, then click OK.
Close Lookup Administration and Select System.
Select Refresh Dropdown Lists.
You'll now be able to select the new team within the team dropdown list within carer records and search criteria.