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Events linking to inactive care worker record

What to do if events are linking to an inactive care worker record in CM Mobile.

Written by Billy Dilks

This issue occurs when a CM Mobile user is linked to an old or inactive care worker record. When the care worker logs visits using CM Mobile, events are attributed to the inactive record instead of the active one.

To resolve this, the CM Mobile assignment must be updated to link to the correct active care worker record.

  1. Log in to CM New World.

  2. Click User Manager and search for the care worker's account.

  3. Scroll down to Assigned Applications and click Edit next to CM Mobile.

  4. On the Assign Roles page, click Next.

  5. On the Configure Views page, unassign the existing link to the care worker. Clear the search box and search again for the care worker's name.

  6. Click Assign next to the care worker's name in the search results, then click Next.

  7. On the Summary page, click Complete, then click Save User.

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