- Go to Staff development (supervisions, spot checks, HR folder, appraisals), Carer audits or Client audits.
- Find the person and click + Log.
- Choose the date, add notes if you like, and attach documents.
- Click Save. The next due date updates automatically.
Attaching several documents
Click Choose files or drag them here and select as many files as you need — or drag them in from your computer. You can add more in several goes, and remove any with × before saving. PDF, Word, Excel, photos and text files up to 10MB each.
How often supervisions and spot checks are due — and which audits you use — is set in Settings.
Still stuck? Contact support or speak to your customer manager.