CareSmartz360 application has a dedicated Library section where the Admin User can upload new files and folders for its Agency Users to view and download.

  • Log into the system as an Agency User, Owner, or Admin.

  • Click Library under the Training menu.

The first section which is viewable to users is the Functional Area(s) listing which is the parent category for the Library to sort the type of items store in Library (such as Human Resource documents, Manuals, Webinar(s) and so on).

Categorizing the Library helps the users identify required documents, spending the least amount of time in the search. However, if the functional area categories are not required, Admin Users can store documents in the Library root folder as well.

  • To create a functional area in library, click the Settings icon in the top right corner:

  • You may have to click the See all settings button.

  • Click the Library link:

  • On the Functional Areas page, the Admin User can add, edit or delete the existing functional area(s).

  • After creating the Functional Area, the admin can either opt to

  • Upload Documents in Library

  • Create New Folders in the Library for the Categorization

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