Advice and answers from the CareMonkey Team

Administrators can assign Care Profiles to a group or an eForm. The steps below apply for both.

1. Highlight the Care Profile/s you wish to assign to a new Group or eForm by selecting them with one left click. Colours of highlighted profiles will turn Green. 


2. Drag your selected Carer/Carers over to the new Group or eForm and drop them onto the desired box.

3. A confirmation window will appear. Please click the Confirm button

4. The Care Profiles that were selected will be added to the Group or eForm you drop them onto. You can check this by clicking anywhere on a Group or eForm (except for the two icons).



Please view the animation below on how to do this.

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