When you're getting started with CareLineLive, the first step is accessing your environment, which is simply the place where all your organisation's data is stored. Your environment will already be set up for you.
Once you've logged in, the first thing to do is check the top right-hand corner of the page to make sure you have a team (or teams) selected.
We recommend using Google Chrome for the best experience when accessing your environment.
Your environment URL is your company name followed by carelinelive.app
You should have received it in an email after your Onboarding One training session, but if you haven't, please contact the Support team via the phone or email [email protected]
Enter your environment URL into the search bar.
Make sure you accept the disclaimer and click Continue.
At the top left hand corner of the dashboard, click the three stripes to open and close the main navigation.
The dashboard is just a short summary of your data, including:
Announcements you can create and send to staff via the app or email, for example traffic on a route carers use
Birthdays
Who's on leave
Alerts, such as late arrivals and missed bookings
Statistics about today's visits
New features in CareLineLive
From the header, you can see an alarm bell for your notifications and the purple question mark, which you can click to open the help desk.
From the help desk, you can:
Search for support articles
Click General Help to raise a ticket with the Support team
Record your screen to share it with the Support team
5. You can also select the team or teams you will be working with from the dropdown in the top right hand corner.
For more information on how to do this, see How to filter your teams.