When conducting audits, it's essential to associate them with the correct location to accurately assess the specific practices, standards, and compliance status of that particular site. This structured approach helps identify areas for improvement, enhance compliance with regulations, and ultimately improve the quality of care provided to residents.
⚠️ Important: You'll need permissions to access location management in the Admin section. If you don't have access, reach out to your administrator.
From the left menu, click Admin, then scroll to the Company section.
Click Location Management, then click Add New.
On the drop-down list, select provider, or add a new one if you need.
On the drop-down list, select a region, or add a new one if you need.
Select the registration for the location, or select Not Registered if your location isn't currently registered.
Fill in the required fields for location as name, occupancy, capacity, phone.
Select the location type, and department from the drop-down lists.
Fill in the required fields for home address as first line of address, city, postcode.
Click Save.
📌 Note: If the user that created the location doesn't have admin user option enabled on their profile, it won't be auto-assigned to the new location once it's created, and you'll need to be assigned manually to it to access it.
Add departments
To add departments to the company structure:
From the left menu, click Admin.
Scroll down and under Company, click Departments Directory.
Enter a department name into the Add Department box
Click the green add icon
