General Account Settings – Knowledge Base

Overview

To ensure efficient database functionality, it is important to have all account settings selected and applied appropriately according to your organisation's requirements. The following glossary will identify and define the key features that affect rostering and shift management, accounts and overall staff

Knowledge on properly managing your ShiftCare account is an important part of ensuring that all collated data is correct and corresponds to your organisation's requirements.

You can manage your ShiftCare account via settings. To access settings navigate to Account > Settings in the left hand main menu.

Select the settings tab. This will redirect you to an overview of all your adjustable features within ShiftCare.

At the bottom right of the page is a blue edit button. Click on this to open up the accounts editing page.

Each feature can be attributed to different sections within ShiftCare.

General Information

The first section covers the general information within your account. It encompasses the:

Name of your organisation's ShiftCare account
Business number
Address
Phone
Organisation's ShiftCare email
Terms
Communication settings for organisation (can be set to SMS or email)
Statement description
Time Zone
Dashboard metrics (how you wish to view your dashboard - can be set to weekly or monthly)
First day of the week (choose the day at which your week begins)

The most important sections of the account settings are the Staff and Client Documents. Here you can manage & edit the categories available to upload staff document reports. This is crucial for the KPI, Compliance, Qualification and Competency reports.

For Clients, this is an important feature as it allows you to add categories that may not be already available for your client's documents such as different types of plans, agreements and assessments.

Managing Client Documents

In this section you can manage all the client documentation categories. The categories currently available are:

ACAT Assessment
Admission Document
Agreement
Asthma Management Plan
Behaviour Management Plan
Client Profile
Consent to Share Information
CDC Agreement
Diabetes Management Plan
Domestic Assistance
Emergency Plan
Entry Records
Epilepsy Management Plan
Falls Risk Assessment
Home Care Agreement
Home Risk Assessment
Home Safety Checklist
Intake and Referral Form
Individual Risk Assessment
Medication Plan
MMSE AMTS
NDIA Agreement
NDIA Costing Document
New aged Care arrangements
Nutrition and Swallowing Plan
Occupational Therapy Report
PAS Assessment
Personal Care Plan
Power of Attorney
Psychologist Report
Public Guardian Document
PCP Report
RN Assessment
Sensory Report
Social Story
Speech Pathologist Report
Support and Respite Plan
Template Daily Service Report
Tube Feeding Plan

Categories can be added or removed to better suit your organisation's requirements. To add a category simply start typing in the box hit enter on your keyboard. This will also add the category to the bottom of the drop-down menu.

In the example below the category Food Stamps is being added

Type the name of the category in the box

2. Once you've typed the full name of the category, hit the enter button on your keyboard

3. This will add the new category to the list of categories in the text box and the drop-down menu.

To remove categories, simply click on the 'x' at the beginning of the category name.

Note: Removing a category will also remove it from the drop-down menu thus making it no longer available.

Managing Staff Documents

Staff documents are organised into five categories:

Competencies: Specific skills staff may possess within their qualifications
Qualifications: Any certifications detailing any and all official requirements within the industry that were attained through a recognised academic institution (for example a Certificate IV in Disability Work attained through TAFE).
KPI (Key Performance Indicators): Attributes staff may posses that enable them efficiently complete their shifts on a regular basis (such as a driver's licence and
Compliance: documents legally required for staff to be qualified to work within the aged care industry. The most common of these are First Aid Certificate, Police Check and Working with Children Check.
Other: Any other documents you may wish to include that do not fall within the already provided categories can be placed in other (such as Resumes)

Remember to save any changes made in the setting, otherwise they will not be applied.

Additional Information

At the very bottom of the settings page, are 2 extra features: Public Holidays & Logo.

Public Holidays:

You can set public holidays so they become a part of your calendar.

Simply click on add public holiday and set the date.

Logo:

You can upload/update your logo (this appears on the top left corner of the settings page before entering edit mode).

Click browse to upload pictures of your organisation's logo from you desktop or saved location.

Simply click the green save button at the bottom right of the page to save all your changes.

Overview

Knowledge on properly managing your ShiftCare account is an important part of ensuring that all collated data is correct and corresponds to your organisation's requirements.

You can manage your ShiftCare account via settings. To access settings navigate to Account > Settings in the left hand main menu.

Select the settings tab. This will redirect you to an overview of all your adjustable features within ShiftCare.

At the bottom right of the page is a blue edit button. Click on this to open up the accounts editing page.

Each feature can be attributed to different sections within ShiftCare.

General Information

The first section covers the general information within your account. It encompasses the:

Name of your organisation's ShiftCare account

Business number

Address

Phone

Organisation's ShiftCare email

Terms

Communication settings for organisation (can be set to SMS or email)

Statement description

Time Zone

Dashboard metrics (how you wish to view your dashboard - can be set to weekly or monthly)

First day of the week (choose the day at which your week begins)

The most important sections of the account settings are the Staff and Client Documents. Here you can manage & edit the categories available to upload staff document reports. This is crucial for the KPI, Compliance, Qualification and Competency reports.

For Clients, this is an important feature as it allows you to add categories that may not be already available for your client's documents such as different types of plans, agreements and assessments.

Managing Client Documents

In this section you can manage all the client documentation categories. The categories currently available are:

Categories can be added or removed to better suit your organisation's requirements. To add a category simply start typing in the box hit enter on your keyboard. This will also add the category to the bottom of the drop-down menu.

In the example below the category Food Stamps is being added

Type the name of the category in the box

2. Once you've typed the full name of the category, hit the enter button on your keyboard

3. This will add the new category to the list of categories in the text box and the drop-down menu.

To remove categories, simply click on the 'x' at the beginning of the category name.

Note: Removing a category will also remove it from the drop-down menu thus making it no longer available.

Managing Staff Documents

Staff documents are organised into five categories:

Competencies: Specific skills staff may possess within their qualifications

Qualifications: Any certifications detailing any and all official requirements within the industry that were attained through a recognised academic institution (for example a Certificate IV in Disability Work attained through TAFE).

KPI (Key Performance Indicators): Attributes staff may posses that enable them efficiently complete their shifts on a regular basis (such as a driver's licence and

Compliance: documents legally required for staff to be qualified to work within the aged care industry. The most common of these are First Aid Certificate, Police Check and Working with Children Check.

Other: Any other documents you may wish to include that do not fall within the already provided categories can be placed in other (such as Resumes)

Remember to save any changes made in the setting, otherwise they will not be applied.

Additional Information

At the very bottom of the settings page, are 2 extra features: Public Holidays & Logo.

Public Holidays:

You can set public holidays so they become a part of your calendar.

Simply click on add public holiday and set the date.

Logo:

You can upload/update your logo (this appears on the top left corner of the settings page before entering edit mode).

Click browse to upload pictures of your organisation's logo from you desktop or saved location.

Simply click the green save button at the bottom right of the page to save all your changes.

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