Adding a carer team helps organise staff into groups for easier scheduling, communication, and management of visits across clients and locations.
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, then click System.
Click Refresh Dropdown Lists.
The new team will now be available in the Team dropdown list within carer records and search criteria.