👨‍⚕️ Carer Management System - SOP

Standard Operating Procedures - Version 1.0

System Overview

The Carer Management System enables organizations to manage carer information, work allocations, case notes, and documents in a centralized platform.

Key Features

👨‍⚕️ Comprehensive Carer Profiles

Complete carer information including personal details, contact information, and employment data.

🔍 Advanced Search & Filtering

Search by name, email, carer number, or tags with real-time filtering.

🏷️ Tag Management

Assign custom tags with icons and colors to categorize and identify carers.

📅 Work Allocation Tracking

View and manage carer work schedules and allocations.

📝 Case Note Management

Create and track case notes with client associations.

📁 Document Management

Upload and manage carer documents with categorization.

🔄 Status Management

Manage carer status (active, inactive, suspended, terminated).

🔐 Role-Based Permissions

Control access based on user roles and permissions.

📤 Bulk Import/Export

Import carers via Excel and export data for reporting.

User Roles & Permissions

Feature Standard User Manager Administrator
View Carer List
View Carer Details
Add New Carer
Edit Carer Details
Change Carer Status
Manage Tags
Import/Export Data
Manage Documents

Carer Status Workflow

Active
Inactive
Suspended
Terminated
Dashboard Screenshot

Accessing the Carer System

How to login and navigate to the carer management module.

1 Login to the System
  • Navigate to the application URL
  • Enter your username and password
  • Click "Login" to access the system
  • System automatically detects your permissions based on your role
Dashboard Screenshot
2 Navigate to Carers
  • From the main navigation menu, click on "Carers" or "Employees"
  • System loads the carer list view based on your permissions
  • If you have limited permissions, you may only see specific carers
Dashboard Screenshot
Note: Your access level determines what you can see and do in the carer management system. Contact your administrator if you need additional permissions.

Carer List View

Understanding the carer list interface and functionality.

Understanding the Carer List Interface

1 Header Section
  • Search Bar: Located on the left for quick searching
  • Carer Count: Shows number of carers displayed
  • Page Size Selector: Dropdown to change number of carers per page
  • Action Buttons: Add, Export, and Import buttons on the right
Dashboard Screenshot
2 Table Columns
Column Description
Expand/Collapse Arrow icon to expand/collapse carer details
Profile Image Carer profile picture or placeholder with upload functionality
Carer Number Unique identifier for the carer (clickable for details)
Name Carer's full name with tag icons displayed
Email Carer's email address
Department Department the carer belongs to
Reporting Manager Name of the carer's reporting manager
Status Current status with color-coded badge
Actions Edit button (if permissions allow)
Dashboard Screenshot

Status Indicators

Status Colors:
  • Active - Green: Carer is currently active and available for work
  • Inactive - Gray: Carer is not currently active but may return
  • Suspended - Yellow: Carer is temporarily suspended
  • Terminated - Red: Carer employment has been terminated

Pagination

1 Page Navigation
  • Located at the bottom of the carer list
  • Shows current page and total number of pages
  • Previous/Next buttons for navigation
  • Page number buttons for direct navigation
  • Ellipsis (...) indicates skipped pages in large datasets
Dashboard Screenshot

Search & Filter

How to search and filter carers effectively.

Search Functionality

1 Using the Search Bar
  • Located at the top-left of the carer list
  • Placeholder text: "Search carers..."
  • Real-time filtering as you type
  • Debounced search (300ms delay) for performance
2 Search Fields

The search function searches across multiple fields:

  • Name: Full name, first name, or last name
  • Email: Email address
  • Carer Number: Unique carer identifier
  • Tags: Tag names assigned to carers
Dashboard Screenshot

Filtering Options

1 Page Size Filter
  • Located in the header next to the carer count
  • Dropdown with options: 5, 10, 20, 50, 75
  • Changes the number of carers displayed per page
  • Automatically resets to first page when changed
Dashboard Screenshot
2 Sorting
  • Click on column headers to sort
  • Name column is sortable by default
  • Arrow indicator shows sort direction (↑ for ascending, ↓ for descending)
  • Sorting resets pagination to first page
Dashboard Screenshot

Search Tips

Effective Searching:
  • Use partial matches - the search will find carers with matching text anywhere in the searched fields
  • Search is case-insensitive
  • Clear the search field to see all carers again
  • Combine search with pagination for large datasets
  • Use tags for categorical filtering alongside search

Adding a Carer

Process for adding new carers to the system.

Prerequisites for Adding a Carer

Required Permissions: You must have "Employee Create" permission to add new carers. If you don't see the Add button, contact your administrator.
1 Access Add Carer Form
  • Click the yellow "Add" button with plus icon in the header
  • Slide-in panel opens from the right
  • Form is organized into tabs for better organization
Dashboard Screenshot

Personal Information Tab

1 Required Fields
  • First Name: Carer's first name (required)
  • Last Name: Carer's last name (required)
  • Email Address: Valid email format (required)
2 Optional Fields
  • Date of Birth: Carer's date of birth
Dashboard Screenshot

Contact Details Tab

1 Phone Numbers
  • Primary Phone Number: Australian format (+61 or 0 followed by 9 digits)
  • Primary Phone Type: Mobile, Home, Work, Fax, or Other
  • Secondary Phone Number: Optional additional phone
  • Secondary Phone Type: Type for secondary phone
2 Address Information
  • Address Line 1: Street address
  • Address Line 2: Apartment, suite, etc.
  • City: City name
  • State: State/Province
  • Country: Country name
Dashboard Screenshot

Employment Details Tab

1 Required Employment Fields
  • Status: Active, Inactive, On Leave, Terminated, Pending, or Suspended (required)
  • Hire Date: Date carer was hired (required)
2 Optional Employment Fields
  • Termination Date: If applicable
  • Role: Select from available roles
  • Department: Select from organization departments
  • Job Title: Select from organization titles
  • Reporting Manager: Select from existing carers
  • Pay Rate Classification: Select from pay rate options
  • Pay Rate: Numerical value
  • Pay Type: Hourly, Salary, Contract, or Commission
Dashboard Screenshot

Saving the New Carer

1 Validation and Submission
  • Click "Create" button at the bottom of the form
  • System validates all required fields
  • Email format is validated
  • Phone numbers are validated for Australian format
  • Date validations ensure logical dates
2 Success Confirmation
  • Form closes automatically on success
  • New carer appears in the carer list
  • Carer list refreshes to include the new entry
Success: New carer is created successfully and available in the system immediately.
Validation Errors: If there are validation errors, they will be displayed at the top of the form. Common errors include invalid email format, missing required fields, or invalid phone numbers.

Editing Carer Details

How to modify carer information and settings.

Prerequisites for Editing

Required Permissions: You must have "Employee Edit" permission to edit carer details. If the Edit button is disabled or not visible, you don't have the necessary permissions.
1 Access Edit Mode
  • Locate the carer you want to edit in the list
  • Click the yellow "Edit" button (pencil icon) in the Actions column
  • The row expands to show editable fields in a detailed form
  • Save and Cancel buttons appear at the top of the expanded section
Dashboard Screenshot

Editing Personal Information

1 Editable Personal Fields
  • First Name: Text input field
  • Last Name: Text input field
  • Email: Email input with validation
  • Phone Numbers: Primary and secondary with type selectors
  • Date of Birth: Date picker
Dashboard Screenshot

Editing Work Information

1 Department and Reporting
  • Department: Dropdown with organization departments
  • Title: Dropdown with organization titles
  • Reporting Manager: Dropdown with active carers
  • Leave Type: Dropdown with available leave types
2 Employment Details
  • Hire Date: Date picker
  • Termination Date: Date picker (if applicable)
  • Status: Dropdown with status options
  • Role: Dropdown with available roles
Dashboard Screenshot

Editing Additional Details

1 Compensation and Address
  • Pay Rate Classification: Dropdown with pay rate options
  • Pay Rate: Numerical input
  • Pay Type: Dropdown with pay type options
  • Address: Multiple fields for complete address
Dashboard Screenshot

Saving Changes

1 Save Process
  • Click the green "Save" button (checkmark icon) at the top of the expanded section
  • System validates all changes
  • Phone number format validation for Australian numbers
  • Date validation to ensure logical dates
  • Email format validation
2 Success Confirmation
  • Expanded view collapses back to normal row view
  • Changes are immediately reflected in the carer list
  • No explicit success message - changes are visible immediately
Success: Changes are saved to the database and reflected in the UI immediately.
Validation Errors: If there are validation errors, they will prevent saving and may show specific error messages, particularly for phone number format or date issues.
3 Canceling Edits
  • Click the gray "Cancel" button (X icon) to discard changes
  • Expanded view collapses without saving any changes
  • All edited values are reverted to their original state

Status Management

Managing carer status (active, inactive, suspended, terminated).

Understanding Carer Statuses

Status Definitions:
  • Active - Carer is currently employed and available for work assignments
  • Inactive - Carer is not currently working but may return (e.g., on extended leave)
  • Suspended - Carer is temporarily unable to work (e.g., disciplinary action, investigation)
  • Terminated - Carer employment has been ended permanently

Changing Carer Status

1 Locate Status Dropdown
  • Find the status badge in the carer list table
  • It appears as a colored badge with the current status
  • The dropdown is available for all statuses
Dashboard Screenshot
2 Select New Status
  • Click on the status badge to open the dropdown
  • Select the new status from the available options
  • System immediately processes the status change
  • Loading spinner appears briefly during update
3 Confirmation
  • Status badge updates immediately with new color and text
  • No explicit confirmation message - change is visible immediately
  • Status change is saved to the database
Dashboard Screenshot

Status Change Implications

Important Considerations:
  • Status changes may affect carer's ability to be assigned to work
  • Terminated status may trigger additional processes (final pay, access revocation)
  • Suspended status may require documentation or follow-up actions
  • Inactive status may affect reporting and statistics

Status Change Workflow

Active
Inactive
Suspended
Terminated
Note: Status can be changed between any states as needed

Tag Management

Assigning and managing tags for carers.

Understanding Tags

What are Tags?

Tags are customizable labels that can be assigned to carers for categorization, filtering, and quick identification. Each tag can have:

  • A name
  • An icon (image or text)
  • A background color
  • Custom metadata

Viewing Tags

1 Tag Display in Carer List
  • Tags appear as circular icons next to the carer's name
  • Each tag shows its custom icon or the first letter of the tag name
  • Multiple tags are displayed in a row
  • Hover over a tag to see its full name
Dashboard Screenshot
2 Tag Display in Expanded View
  • In the expanded edit view, tags are displayed as chips
  • Each chip shows the tag icon and name
  • Chips can be removed when editing
Dashboard Screenshot

Adding Tags to a Carer

1 Enter Edit Mode
  • Click the Edit button for the carer you want to tag
  • Expand the carer details if not already expanded
  • Navigate to the Additional Details section
2 Add Tags
  • In the Tag section, click the "+ Add Tag" dropdown
  • Select a tag from the available options
  • The tag immediately appears as a chip
  • Repeat to add multiple tags
Dashboard Screenshot
3 Save Changes
  • Click the Save button to persist tag changes
  • Tags are immediately visible in the carer list
  • No additional confirmation for tag changes

Removing Tags

1 Remove in Edit Mode
  • Enter edit mode for the carer
  • In the Tag section, locate the tag chip you want to remove
  • Click the "×" button on the right side of the chip
  • The tag is immediately removed from the display
2 Save Changes
  • Click Save to persist the removal
  • The tag will no longer appear next to the carer's name
Dashboard Screenshot

Searching by Tags

Tag Search Functionality:
  • Tags are included in the global search functionality
  • Type a tag name in the search bar to find carers with that tag
  • Search is case-insensitive and matches partial tag names
  • Combined with other search criteria for refined results

Profile Image Upload

Uploading and managing carer profile images.

Image Requirements

Image Specifications:
  • File Type: JPEG, PNG, or other common image formats
  • File Size: Maximum 5MB
  • Dimensions: Recommended square aspect ratio (1:1)
  • Quality: Clear, well-lit images work best

Uploading a New Image

1 Access Upload Function
  • Locate the carer in the list
  • Click on the profile image placeholder or existing image
  • A file selection dialog will open
Dashboard Screenshot
2 Select Image File
  • In the file dialog, navigate to your image file
  • Select the appropriate image
  • Click "Open" to proceed with upload
3 Upload Process
  • System validates the file type and size
  • Loading spinner appears on the image during upload
  • For new images: "Uploading..." process
  • For existing images: "Updating..." process
4 Success Confirmation
  • New image appears in the profile image circle
  • Image is automatically cropped to circular format
  • Success message appears temporarily at the top of the page
  • Image is saved to the carer's profile
Dashboard Screenshot

Updating an Existing Image

1 Access Update Function
  • Click on the existing profile image
  • Same process as uploading a new image
  • Hover over the image to see the camera icon indicating upload capability
2 Select Replacement Image
  • Follow the same file selection process
  • New image replaces the existing one
  • Previous image is not retained (no version history)
Dashboard Screenshot

Error Handling

Common Upload Errors:
  • "File too large": Image exceeds 5MB limit - compress or resize the image
  • "Invalid file type": File is not a supported image format - use JPEG, PNG, etc.
  • "Upload failed": Network or server issue - try again later
Best Practices:
  • Use square images for best results
  • Optimize images for web before uploading
  • Ensure good lighting and clarity in the image
  • Use professional-looking headshots for consistency

Carer Details View

Comprehensive view of carer information and activities.

Accessing Carer Details

1 Navigate to Details View
  • In the carer list, click on the carer number (blue link)
  • System opens a dedicated carer details page
  • Full-screen view with comprehensive information
Dashboard Screenshot
2 Details Page Layout
  • Header: Back button and page title
  • Profile Card: Large profile image and basic info
  • Tab Navigation: Personal, Work, Case Notes, Documents
  • Tab Content: Detailed information based on selected tab
Dashboard Screenshot

Personal Information Tab

1 Basic Information Section
  • Full Name: Carer's complete name
  • Carer Number: Unique identifier
  • Email Address: Contact email
  • Phone: Primary phone number with type
2 Personal Details Section
  • Date of Birth: Formatted date
  • Employment Status: Color-coded badge
  • Address: Complete formatted address
3 Work Summary Section
  • Department: Organizational department
  • Job Title: Position title
  • Quick Action: Link to Work tab
Dashboard Screenshot

Navigation and Actions

1 Returning to Carer List
  • Click the "Back to Carers" button at the top left
  • Returns to the carer list with previous filters intact
  • No data loss - previous state is maintained
2 Profile Image Management
  • Large profile image in the profile card
  • Click to upload or update image
  • Same functionality as in the carer list
Dashboard Screenshot
Note: The carer details view provides a comprehensive, read-only overview of carer information. For editing, use the edit functionality in the carer list view.

Work Allocations

Viewing and managing carer work schedules.

Accessing Work Allocations

1 Navigate to Work Tab
  • Open carer details view
  • Click on the "Work" tab in the tab navigation
  • System loads work allocation data for the selected carer
Dashboard Screenshot

Work Allocation Interface

1 Date Range Selector
  • Located at the top right of the work allocations section
  • Default range: current month
  • "From" and "To" date pickers
  • Changes trigger immediate reload of allocations
2 Summary Statistics
  • Total Allocations: Number of work assignments
  • Total Hours: Sum of all scheduled hours
  • Average Hours/Day: Calculated average
  • Color-coded cards for quick reference
Dashboard Screenshot

Work Allocation Table

1 Table Columns
Column Description
Date Allocation date
Client Client name for the allocation
Day Day of week
Time Shift start and end times
Duration Calculated shift duration
Status Allocation status (active, confirmed, etc.)
Dashboard Screenshot

Understanding Allocation Data

Allocation Information:
  • Each allocation represents a scheduled work assignment
  • Allocations can span multiple days with specific time slots
  • Status indicates the current state of the allocation
  • Duration is automatically calculated from start and end times

Empty State

No Allocations Found:

If no work allocations are found for the selected date range:

  • Message: "No work allocations found for the selected date range."
  • Suggestion: "Try adjusting the date range to see more results."
  • Calendar icon for visual indication

Case Notes

Creating and managing case notes for carers.

Accessing Case Notes

1 Navigate to Case Notes Tab
  • Open carer details view
  • Click on the "Case Notes" tab in the tab navigation
  • System loads existing case notes for the carer
Dashboard Screenshot

Case Notes Interface

1 Header with Add Button
  • Page title: "Case Notes"
  • Blue "Add Case Note" button on the right
  • Button with plus icon for quick access
2 Timeline Layout
  • Case notes displayed in chronological order (newest first)
  • Vertical timeline with connecting line
  • Each note has a distinct card with full details
  • Visual indicators for note type and privacy
Dashboard Screenshot

Creating a Case Note

1 Open Create Form
  • Click the "Add Case Note" button
  • Form expands below the header
  • Blue gradient background for visual distinction
Dashboard Screenshot
2 Required Fields
  • Client: Dropdown selection (required)
  • Note Content: Text area (required)
3 Optional Fields
  • Note Type: Dropdown selection
  • Date: Date picker (defaults to current date)
  • Private Note: Checkbox for privacy
Dashboard Screenshot
4 Submit the Note
  • Click "Create Note" button
  • Form validates required fields
  • On success: form closes, note appears in timeline
  • Loading state during creation

Case Note Display

1 Note Card Elements
  • Timeline Marker: Blue circle with note icon
  • Date Badge: Formatted date and time
  • Header Tags: Client name, note type, privacy indicator
  • Note Content: Full text of the note
  • Footer: Created by information and update timestamp
2 Visual Indicators
  • Client Tag: Green badge with client name
  • Note Type: Purple badge with type
  • Private Note: Red badge with lock icon
  • Entry Number: Sequence indicator in timeline
Dashboard Screenshot

Empty State

No Case Notes:

When no case notes exist for a carer:

  • Centered empty state with visual elements
  • Message: "No case notes found"
  • Description: "Start documenting this employee's case by creating your first note."
  • Prominent "Start Case Timeline" button

Document Management

Uploading and managing carer documents.

Accessing Documents

1 Navigate to Documents Tab
  • Open carer details view
  • Click on the "Documents" tab in the tab navigation
  • System loads existing documents for the carer
Dashboard Screenshot

Documents Interface

1 Header with Upload Button
  • Page title: "Employee Documents"
  • Green "Upload Documents" button on the right
  • Button with plus icon for quick access
2 Document Grid
  • Documents displayed in a responsive grid
  • Cards with document preview and actions
  • Grid adapts to screen size (1-3 columns)
Dashboard Screenshot

Uploading Documents

1 Open Upload Modal
  • Click the "Upload Documents" button
  • Modal dialog appears over the content
  • Dark background overlay for focus
Dashboard Screenshot
2 Document Type Selection
  • Dropdown with document type options:
  • - ID Document
  • - Intake
  • - Service Agreement
  • - Plan Document
  • - Assessment Report
  • - Others
Dashboard Screenshot
3 File Selection
  • Drag-and-drop area or click to select files
  • Supports multiple file selection
  • Maximum file size: 10MB per file
  • File type restrictions: common document formats
Dashboard Screenshot
4 Upload Process
  • Click "Upload" button to start process
  • Loading state with spinner
  • Multiple files uploaded sequentially
  • Success: modal closes, documents appear in grid

Document Card Features

1 Card Layout
  • Document Icon: Blue document icon in left area
  • Document Name: Truncated if too long
  • Document Details: Type and size information
  • Metadata: Upload date and file type
  • Actions: Download and Delete buttons
2 Document Actions
  • Download: Blue button to download file
  • Delete: Red button with trash icon to remove document
  • Delete requires confirmation
Dashboard Screenshot

Empty State

No Documents:

When no documents exist for a carer:

  • Centered empty state with document icon
  • Message: "No documents found"
  • Description: "Upload documents to get started"
  • Prominent "Upload Documents" button

Permissions & Roles

Understanding user permissions and role-based access.

Permission System Overview

How Permissions Work:

The carer management system uses a role-based permission system where:

  • Users are assigned to roles (Standard User, Manager, Administrator)
  • Roles have specific permissions for different features
  • Permissions are checked before allowing actions
  • UI elements are shown/hidden based on user permissions

Carer Package Features

1 Feature Definitions
  • Employee Create: Permission to add new carers
  • Employee Edit: Permission to modify carer details
  • Employee Export: Permission to export carer data
  • Employee Import: Permission to import carer data
2 Permission Checks

The system checks permissions for each action:

  • Add Button: Only shown with Employee Create permission
  • Edit Button: Only shown with Employee Edit permission
  • Export Button: Only shown with Employee Export permission
  • Import Button: Only shown with Employee Import permission
Dashboard Screenshot

User Experience with Limited Permissions

1 Read-Only Access
  • Users without edit permissions can view carer details
  • Edit buttons are disabled or hidden
  • Status dropdowns are read-only
  • Add, import, and export functions are unavailable
2 Permission Messages
  • When trying to edit without permission: "You don't have permission to edit employee details."
  • Edit button replaced with: "No edit access" text
  • Clear indication of permission restrictions

Requesting Additional Permissions

Need More Access?

If you require additional permissions to perform your duties:

  • Contact your system administrator
  • Specify which features you need access to
  • Explain the business need for the additional permissions
  • Administrators can modify role permissions in the system settings

Import & Export

Bulk import and export of carer data.

Exporting Carer Data

1 Access Export Function
  • Click the green "Export" button (download icon) in the header
  • Button requires Employee Export permission
  • Exports current filtered view of carers
Dashboard Screenshot
2 Export Process
  • Clicking button triggers download
  • Loading spinner appears during export
  • File downloads automatically as Excel (.xlsx)
  • Filename format: employees_YYYY-MM-DD.xlsx
3 Export Contents

Exported file includes all visible columns plus additional fields:

  • All table columns (Name, Email, Department, etc.)
  • Additional hidden fields (IDs, timestamps, etc.)
  • Data reflects current search and filter settings
  • Formatted for Excel with proper data types

Importing Carer Data

1 Access Import Function
  • Click the green "Import" button (upload icon) in the header
  • Button requires Employee Import permission
  • Hidden file input triggered programmatically
Dashboard Screenshot
2 File Requirements
  • Formats: Excel (.xlsx, .xls) or CSV
  • Size: Maximum 10MB
  • Structure: Must match expected column format
  • Data: Valid data types in appropriate columns
3 Import Process
  • Select file through file dialog
  • System validates file type and size
  • Loading state during processing
  • Success: summary message with results
  • Carer list refreshes to include new entries

Import Results

Import Summary:

After a successful import, you'll see a summary including:

  • Total Records: Number of rows processed
  • Successfully Processed: Number of carers added/updated
  • Failed Records: Number of rows with errors
  • Message: Overall status of the import

Troubleshooting Import Issues

Common Import Problems:
  • Invalid file format: Use Excel or CSV format only
  • File too large: Reduce file size below 10MB
  • Data validation errors: Check data types and formats
  • Missing required fields: Ensure all mandatory columns are present

Troubleshooting Guide

Solutions to common issues and problems you may encounter.

Common Issues

Issue 1: Cannot See Add/Edit Buttons

Possible Causes:

  • Missing required permissions (Employee Create/Edit)
  • User role restrictions
  • System configuration issue

Solutions:

  • Contact administrator to verify permissions
  • Check if you're logged in with the correct account
  • Look for "No edit access" message which confirms permission issue
Issue 2: Search Not Returning Expected Results

Possible Causes:

  • Search term too specific
  • Data not in expected format
  • Filters applied limiting results
  • Pagination hiding results

Solutions:

  • Try broader search terms
  • Check spelling of search terms
  • Clear search field to see all results
  • Check if you're on the correct page of results
  • Verify data exists in the system
Issue 3: Image Upload Fails

Error Messages:

"File too large" or "Invalid file type"

Solutions:

  • Ensure file is under 5MB
  • Use supported formats (JPEG, PNG, etc.)
  • Try a different image file
  • Check network connection if upload fails without specific error
Issue 4: Carer List Not Loading

Possible Causes:

  • Network connection issue
  • Server error
  • Browser cache problem

Solutions:

  • Check internet connection
  • Refresh the page (F5)
  • Clear browser cache and reload
  • Try a different browser
  • Contact IT support if issue persists
Issue 5: Cannot Change Carer Status

Possible Causes:

  • Missing permissions
  • Dropdown not responding
  • Network issue

Solutions:

  • Verify you have edit permissions
  • Try refreshing the page
  • Check if other edits work (if so, specific to status change)
  • Contact support if consistent issue
Issue 6: Import/Export Not Working

Possible Causes:

  • Missing permissions
  • File format issues
  • Browser settings blocking download
  • File size too large for import

Solutions:

  • Verify import/export permissions
  • Check file format requirements
  • Ensure browser allows downloads
  • Reduce file size for imports
  • Check error messages for specific issues

Error Message Reference

Error Message Meaning Solution
"You don't have permission to edit employee details" Missing Employee Edit permission Contact administrator for permissions
"File too large" Uploaded file exceeds size limit Reduce file size (5MB for images, 10MB for documents)
"Invalid file type" Unsupported file format Use supported formats (images: JPEG/PNG, documents: Excel/CSV)
"Failed to load carer data" Network or server issue Check connection, refresh page, contact support
"Please enter a valid email address" Invalid email format during carer creation/editing Use valid email format (user@domain.com)
"Phone number must be a valid Australian number" Invalid phone number format Use Australian format (+61 or 0 followed by 9 digits)

Contact Support

When to Contact Support:
  • Persistent errors after trying solutions
  • System performance issues
  • Missing data or incorrect information
  • Permission issues that aren't resolved by administrator
  • Feature not working as expected

Information to Provide:

  • Your user ID and name
  • Detailed description of the issue
  • Steps to reproduce the problem
  • Screenshot of any error messages
  • Browser and operating system information
  • Date and time the issue occurred