Settings

The Settings area of the Administrative functions contains seven sections of setting - which apply for the whole Care Partner system (across the organisation).

Ensure that you click Save at the bottom of any section you are editing to save your changes.

Note: Some of the available settings may not be relevant to your organisation.

To see and understand the individual settings for a section, open the relevant section below.

  • Date Format: Displays the date in the format selected.

    Time Allocations (Yes/No): When Yes is selected, the total amount of time allocated in a service user’s calendar will be displayed.

    Unregistered People Assignment (Yes/No): When Yes is selected, unregistered people can be assigned to a Calendar event.

    Show Reminders When A Recurring Event Series is Ending (time period): When set, a reminder will be displayed when recurring event series are ending within the selected time period.

    Enable Section 17 (Yes/No): When Yes is selected, the Section 17 field will display on Group Calendar. This is field is not applicable to non-UK countries.

    Enable Classifications (Yes/No): When Yes is selected, the Classifications field will display on Group Calendar.

  • Enable key-item Care Plans (Yes/No): When Yes is selected, the creation of key-item based Care Plans will be possible from within the Care Plans module.

    Enable form-based Care Plans (Yes/No): When Yes is selected, the creation of form based Care Plans will be possible from within the Care Plans module. If enabled, the form types to use can be configured from the Form administration screen.

    Close key-item based Care Plans without Review (Yes/No): When Yes is selected, key-item based Care Plans can be Closed without a Care Plan Review.

  • Allow Involvements and Diagnosis to be Associated: Enables diagnoses to be associated to an Involvement. 

    Enable Multiple Diagnoses Assignment: Enables multiple diagnoses to be linked to an Involvement. 

    Enable Copy Diagnosis Forward from Care Group: Enables all diagnoses from historical Involvements with the same Care Group to be presented automatically when creating a new Involvement. 

    Enable Copy Diagnosis Forward if Continuation: Enables all diagnoses from historical Involvement in the same Centre of Care to be presented automatically when creating a new Involvement. 

    Include Historical Diagnoses: Enables historical diagnoses to be available for re-assignment during Involvement creation.

  • Enable Activities Workflow (Yes/No): When Yes is selected, the Activity instances will allow workflow actions. Activities workflow consists of three stages which are configurable in the terms section.

    Allow Workflow Actions After Close (Yes/No): When Yes is selected, workflow actions will be allowed after an activity is closed.

    Allow Workflow Actions Before Close (Yes/No): When Yes is selected, workflow actions will be allowed before an activity is closed.

    Mandatory Location (Yes/No): When Yes is selected, this forces users to choose a location in their Centre of Care when opening new activities.

    Enable Progress Bar (Yes/No): If enabled, the form completion progress bar will be displayed.

    Manual Date of Completion (Yes/No): When closing an Activity, the Date of Completion must be manually set by the user rather than automatically populated.

    Overdue Notice: The allowed period before open activities are highlighted as overdue (from date assessed). This is set by entering the number of hours.

    Deletion Time Period: The allowed time period for the creator of an Activity, Care Plan or Care Plan Review to delete it. This is set by entering the number of hours.

    Default Activity Type: The type of activity selected by default when creating an activity record.

    Date Assessed of Triggered Form Instance: The date assessed to used on automatically triggered forms.

    Disable Location (Yes/No): Enabling this setting will hide the option to add a Location when opening a new activity. If the Mandatory Location is enabled this setting will not be available for use.

    Enable Icons (Yes/No): Enables icons instead of text on Key Item, History and Alert buttons.

    Auto Create Involvement (Yes/No): Enabling this setting means that it is not necessary to manually create an involvement before an Activity/Assessment can be added. Instead, adding an Activity/Assessment for a centre of care with no current involvement will auto-create an Involvement with the same date as the Activity/Assessment.

  • Enable Advanced Security (Yes/No): When Yes is selected, this enables the Advanced Security module.

    Enable Sensitive Data (Yes/No): When Yes is selected, this restricts the visibility of Sensitive Data.

    Enable Centre of Care Data Restriction (Yes/No): When Yes is selected, only service users linked to Centres of Care that staff have been assigned to are visible.

    When a User has Admin access, this setting doesn’t apply because Admins have permissions to see all service users.

    The quick search, advanced search and Work list lookups all perform an extra check to ensure that the staff member you are using is associated with the Centre of Care that the service user has Involvements with.

    Centres of Care scoping will apply to:

    • Quick Search
    • Advanced Search
    • Work lists (My List, Centres of Care, Role, Staff and Caseload)
    • Summary Screen
    • Work List Recent Notes
    • Work List Group Calendar
    • Work List print

    Please note, turning on Centres of Care scoping severely restricts the visibility of service user data to staff and unless explicitly required should be left off. Consider the consequences of using Centres of Care Scoping in your organisation and if you do turn this on, that it is fully tested and explained to staff.

  • Only Show Mandatory Fields (Yes/No): Enabling this setting will display only mandatory fields within the Registration and Personal Details screens.

    Default Alerts to Pinned (Yes/No): Enabling this setting will automatically pin all Alerts.

    Read Only Personal Details (Yes/No): Personal Details can be set in a Read-Only state. If enabled this would prevent users from entering information into the Personal Details fields. If set up, all data will instead be filled from external service user registration systems.

    Other Personal Details Form: Here, the Other Personal Details (OPD) form for the organisation can be selected. Any old OPD forms will be saved in the service user’s history, but when a new one is opened, this will be the updated version.

    Other Personal Details Form Sections: This simply lists the sections of the Other Personal Details form.

    Mandatory Service User Identifier (Yes/No): When Yes is selected, all service users must have an identifier when registered in Care Partner.

    Mandatory Service User Gender (Yes/No): When Yes is selected, all service users must have a gender selected when registered in Care Partner.

    Service User Identifier Length: The required length of the service user identifier. Enter 0 to disable validation.

    Format Service User Identifier (Yes/No): When Yes is selected, this will format all service user identifiers in the format of 123 123 1234.

    Enable Alerts Confirmation (Yes/No): When Yes is selected, this requires staff to confirm they have read a service user’s alerts before accessing their record.

  • Enable Multiple Staff Members Per User: Enabling this setting means that you there are situations in your organisation where one user needs to be able to enter data on behalf of two or more staff members. A different ‘wizard’ is presented when adding a new user account if this setting is enabled.

    Default to reusable (Yes/No): When Yes is selected, when new Unregistered People are created, they default to being reusable.