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Events linking to inactive care worker record

In this article, we explain events linking to inactive care worker records.

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Written by Billy Dilks
Updated over 3 weeks ago

This issue can occur when the CM mobile user is linked to an old or inactive care worker record. When the care worker logs into the calls using CM mobile, the inactive care worker is linked to the visits instead of the active care worker.

To resolve this, follow these simple steps:

  1. Click on User Manager, search for the CM Mobile user.

  2. Scroll down to the Assigned Applications section, and click Edit next to CM Mobile.

  3. On the Assign Roles page, click Next.

  4. On the Configure Views page, unassign the existing link to the care worker, remove the search criteria from the search box and search again for the care worker's name.

  5. Click the Assign button next to the care worker's name in the search results section, and click Next.

  6. On the Summary page, click Complete and then click Save User.

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