Getting started¶

This guide introduces WideCare in a few minutes: logging in, the apps, the dashboards, the guided tours and the parts of a screen.

Logging in¶

1. Open your browser at the address provided by your facility.

2. Enter your email address and your password.

3. Click Log in.

The apps¶

WideCare is organised into apps, reached from the main menu (the grid icon, top left). They are listed in the order of a resident’s journey:

Odoo’s general apps — Discuss, Calendar, Documents, Contacts — come after them. Depending on your role (administrative, caregiver, kitchen, technical…), you only see the apps that concern you. You can rearrange your own grid: the order above is only the default.

The dashboards¶

The Nursing Care and Billing apps open on a dashboard, laid out like the home screen of a phone:

• each tile is a door: it opens the list or the screen its menu opens;

• a tile carries a badge only when a number calls for an action — no badge means nothing is waiting;

• the To do now section gathers what must be handled today;

• click the star of a tile to keep it at the top, in Favourites;

• drag a tile to move it within its section; the reset button puts the cards back the way the house arranged them;

• the side panel (the sliders button next to the title) lists the records you opened recently and, on some dashboards, shortcuts;

• the + button creates what the dashboard is about (an observation, a prescription…).

Where the dashboard follows the sectors of the house, choose a sector at the top to narrow it; The whole house shows everything.

Each user’s favourites and order are their own: arranging your dashboard changes nothing for your colleagues.

The guided tours¶

Guided tours walk you through a flow on the real screens: a bubble points at the field or the button to use, and waits for you to act.

Each tour is offered to whoever sees its app. It starts by itself at sign-in the first time, and stays available afterwards from the ? menu at the top of the screen, where a tick shows the tours already followed.

Turning the tours on¶

The tours are off by default. A manager switches them on in Nursing Home → Configuration → General → Settings, block Guided tours:

• tick Guided tours — switched off, no tour appears for anyone, the ? menu included;

• Replay for everyone makes every user follow the tours again at their next sign-in.

Each user also has their own switch: in your preferences (your avatar, top right), Guided tours starts the tours at sign-in or not, and Replay the tours starts them again for you alone.

Finding your way around a screen¶

• Menus at the top: the sections of the app.

• Breadcrumb (at the top left): your position; click a level to go back.

• Search bar: filters, groupings and favourites of the list; the panel on the left of some lists filters by one click (sector, gender…).

• View switcher (top right of a list): kanban, list, calendar…

• Gear / Actions menu: the additional actions on the open record or on the selected lines.

• Smart buttons (top right of a record): counters that open the linked records — the stays of a room, the tasks of a resident…

• History (right-hand column, or below the record on a narrow screen): the messages, notes and changes of the record.

Messages signed WideCareBot¶

The messages the system writes on its own in the history of a record — a reminder, an automatic change, a notification — are signed WideCareBot, with the WideCare icon. A house that renamed this bot keeps its own name.

Adding a sector pack¶

WideCare is built from packs: one per care sector and per country. The technical administrator adds a pack from the Apps app: the Industries filter lists the WideCare sector packs available for the database, and Activate installs one.

What’s next?¶

• Manage a resident

• Admissions

• Configuration