Amending Personal Allowance on Pocket
This guide will cover how to amend service user Personal Allowance on Care Control Pocket, via the Managers Menu tool.
1
After signing into Pocket, open the menu by pressing the 3 bars in the top right corner of the screen.
2
From these options, select Staff Menu.
3
From the staff menu, press the 3 bars in the top right corner again, and now select Managers Menu.
4
The managers menu will open. Here, select Other Areas at the bottom of the list.
5
You should now be able to see the Personal Allowance tool.
6
Next, select the service user who you wish to amend Personal Allowance for and press Continue.
7
A list showing the current balance, as well as previous entries will be displayed. To add a new entry, press Add Entry at the bottom of the screen.
8
A blank form will open. You can select a category for this entry, as well as choose whether to remove (expenditure) or add (deposit) money into the personal allowance. Finally, enter the amount and a description before pressing Add Entry to save.
