Adding Carers to a Family

Adding Carers to a Family


Abacus allows you to add different carers to different siblings within the same family but this means that if a carer is related to more than one child in the same family, you will need to assign the carer to each child.

To add a new carer to a family, do the following:
  1.  Click on the Families button and select a family from the list: 

     

  2.  If the family has more than one child, click on the child you want to add the carer to. A red border will appear around the selected child:



  3.  Click on the 'Add / Pick Carer' button:



  4.  An alert will be displayed asking if you want to add a new carer or pick an existing one; click on the 'Add' button:



    The Add Carer form will be displayed:



  5.  Enter the carer's details into the fields on the form. Fields with a red asterisk * are mandatory. 
  6.  If you want to add any notes about the carer, simply begin typing in the text box on the 'Notes' tab. 
  7.  There are a variety of additional options which you can select on the 'Carer Details' tab:


    You can customise the options that are listed on this tab by going to Settings > Data Lists and selecting 'Carer Details' from the dropdown list.

  8.  If you want to add the carer's bank account details, fill in the fields on the 'Bank Details' tab:



  9.  If you want to add a profile photo for the carer, click on the 'Add Photo' button. A new window will appear for you to select and upload their photo:



    Please note: Photos must be uploaded in either .GIF or .JPG file format.

  10.  Click on the 'Save' button to add the photo.
  11.  Click on the 'Save' button to add the carer to the family. The new carer will now be listed in the 'Carer's section of the Family page. For example:

If you are adding a child's health visitor or doctor as a carer, they will be coloured yellow and green so that you are able to easily tell them apart from the child's other carers. For example:



To add a health visitor as a child's carer, you must type 'Health Visitor' in the 'Relationship to Child' field on the Add Carer form.
To add a doctor as a child's carer, you must type 'Doctor' in the 'Relationship to Child' field on the Add Carer form.

To assign an existing carer to another child, do the following:
  1.  Click on the Families button and select the family the child belongs to. 
  2.  If the family has more than one child, click on the child you want to assign the carer to. A red border will appear around the selected child:

  3.  Click on the 'Add / Pick Carer' button:



  4.  An alert will be displayed asking if you want to add a new carer or pick an existing one; click on the 'Pick' button:



    The Pick Carer form will be displayed:



  5.  Select the carer you want to assign to the child from the Carers List. 
  6.  Enter the carer's relationship to the child.
  7.  Select if the carer is an emergency contact and if they have parental responsibility for the child.
  8.  Click on the 'Save' button. The carer will now be listed in the 'Carer's section of the Family page.