Organising Favourites

Your Canvas

We know that frontline workers have many clients. Sometimes you may want to create favourites for an individual and sometimes for a group e.g. older people.

To help you organise your favourites, when you add a new one it will be added to your Canvas so that you can decide which label to apply to them.

⁠

⁠

When you click the Favourites tab then you will see your new favourites on your canvas.

Favourites will stay on the canvas until you either create a new label for them or you add them to an existing label.

To remove a favourite from the canvas you can click the X on the right of the service details.

Note that if you want to clear your canvas then you simply need to refresh the web page using your browser (usually a circular arrow symbol)

Labels

Applying a label to your favourites is a way of grouping them together. This could be a client group e.g. ‘older people’ or the specific name of a client e.g. ‘Ethel’s services’.

⁠

All of the labels you have already created will be shown at the top of the favourites tab.

⁠

You can show the contents of a label by clicking to turn the label white and click again to deselect to grey. Only one label can be selected at one time. If you de-select all your labels then you will be back to your canvas.

⁠