Overview
The Residents Directory allows care providers to store and manage resident records within Custr.
Residents can be used throughout the platform to support:
Resident check-in and check-out
Visitor management
Evacuation procedures
Personal Emergency Evacuation Plans (PEEPs)
Resident notifications
Resident activity tracking
Keeping your Residents Directory up to date helps ensure accurate resident information, improved safeguarding, and a smoother visitor experience.
Residents can be added to the system through:
Manual entry
CSV bulk import
Nourish Care integration
Why Add Residents to the Directory?
Residents can still be checked in and out without being added to the Residents Directory.
However, adding residents provides additional benefits:
Residents can be selected during visitor check-in
Residents appear within evacuation procedures
PEEP information can be stored
Room numbers can be recorded
Resident activity can be tracked
Notifications can be sent to additional recipients
Resident movements can be linked to a specific resident record
For most care providers, maintaining an up-to-date Residents Directory is recommended.
Resident Records
Resident records can store:
Forename
Surname
Email address
Room number
Additional notification recipients
Dependant name
Dependant phone number
PEEP status
PEEP level
PEEP plan
Residents do not currently support profile photos.
Adding Residents
Residents can be added individually or in bulk.
Single Resident
To add a resident:
Navigate to Directory > Residents
Click the + icon
Select New Resident
Enter the resident details
Click Save
Multiple Residents
To upload multiple residents:
Navigate to Directory > Residents
Click the + icon
Select Import Resident
Click Residents
Click Upload a File
Upload your CSV file
Review the resident information
Click Save
A CSV template is available from the import screen.
Nourish Care Integration
Residents can be automatically synchronised from the Nourish Care platform.
This helps reduce administration and ensures resident information remains up to date.
For more information, see:
Searching Residents
The Residents Directory includes a search function to help locate residents quickly.
You can search using:
Resident name
Room number
This makes it easy to locate resident records, update information, and manage resident movements.
How to Edit a Resident
To edit a resident:
Navigate to Directory > Residents
Select the resident
Click Edit
Make your changes
Click Save
Changes are applied immediately.
Resident Activity
Each resident record contains an Activity section.
The Activity tab provides a history of:
Resident check-ins
Resident check-outs
Visitor activity linked to the resident
This allows care providers to quickly review resident movements and visitor interactions.
Additional Notification Recipients
Additional recipients can be assigned to a resident.
These recipients will receive notifications relating to that resident.
Common examples include:
Family members
Care coordinators
Reception teams
Shared inboxes
Additional recipients receive resident notifications automatically once configured.
Residents and Visitor Check-In
Residents can be selected as the person a visitor is coming to see during visitor check-in.
When a visitor searches for a host, resident records can appear alongside employee records.
This helps care providers accurately record:
Who a visitor came to see
Resident visitor history
Visitor activity linked to individual residents
Personal Emergency Evacuation Plans (PEEPs)
Residents can be assigned a Personal Emergency Evacuation Plan (PEEP).
PEEP information includes:
PEEP status
PEEP level
Evacuation plan details
PEEP information is available within the evacuation workflow to support emergency procedures.
For detailed guidance, see:
Archiving Residents
Residents who no longer require an active record should be archived.
To archive a resident:
Navigate to Directory > Residents
Select the resident
Click Archive
Confirm the action
When archived:
The resident is removed from the active directory
Historical records are retained
The resident can be restored later if required
Deleting Residents
Residents must first be archived before they can be deleted.
Please note:
Deleted residents cannot be recovered
Historical information may still appear within reporting and history
Deletion should only be used when the resident record is no longer required
For most organisations, archiving is recommended instead of deletion.
Resident Exact Match
Resident Exact Match helps ensure residents are matched to the correct record during resident check-in and check-out.
When enabled:
Residents must be matched to an existing resident record
Free-text entries are prevented
Resident movements are always linked to the correct resident
This can help improve data accuracy and reduce duplicate resident records.
To enable Resident Exact Match:
Navigate to Configuration > Settings
Select the Residents tab
Enable Resident Exact Match
Wait for the system to Auto Save
Common Uses for the Residents Directory
The Residents Directory is commonly used for:
Resident check-in and check-out
Visitor hosting
Evacuation management
PEEP management
Resident activity tracking
Family visit recording
Care home safeguarding processes
Related Articles
Important Notes
Residents can be added manually, via CSV import, or through Nourish Care integration.
Residents can be selected during visitor check-in.
Residents can still be checked in and out without being added to the Residents Directory, but functionality will be limited.
Residents do not currently support profile photos.
Additional recipients receive resident notifications automatically.
Archived residents can be restored if required.
Resident Exact Match prevents free-text resident entries during resident movements.
PEEP information can be stored against resident records and viewed during evacuation procedures.