Bank Holiday Closure Notice: We will be closed on the 3rd April for the Easter bank holiday, so our customer service team will not be available on this day. If you need to get in touch, you can still use our customer contact form and we will get back to you as soon as possible. Even better, Margo will still be available on our phone lines to help with your queries whenever you need support. We hope you have a lovely Easter weekend 🐣
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Assigning Checklists
This guide will cover how to add assignments to your checklists on Care Control Windows. These can be done by staff member, role, category, CSG and more.
1
In the Administration of Care Control Windows, navigate to the Checklists tool, which can be found under the Communication tab.
2
A new window will open. Here, press the Assignments button at the bottom.
3
Next, press Add New.
4
A blank form will open. Here, we can configure the assignment. Begin, by choosing your checklist from the drop-down list.
Next, select the Assignment Type. This will load further assignment options in the box below.
5
In this example, we chose Staff Role from the Assignment Type and can now select roles we wish to assign the checklist to.
After completing the form, press Save Assignment at the bottom of the window.