Overview
This article explains the Residents feature on the Custr dashboard and how to regularly maintain your residents list. Residents can be added to the system in several ways: by manual entry, bulk CSV import, or through integration with the Nourish Care Planning system.
How to Add Residents
There are several ways, including single entry, bulk import from CSV and Nourish Care Planning system integration, to load residents in the system.
Single Entry
To add a single resident, follow the steps below:
On the dashboard, navigate to Directory > Residents
Click the + icon
Select New Resident
Enter the Resident's details
Click Save
CSV Bulk Upload
To upload multiple residents, follow the steps below:
On the dashboard, navigate to Directory > Residents
Click the + icon
Select Import Resident
Click Upload a file (a template can be found on the import screen)
Upload your CSV file
Review the Residents' details
Click Save
Nourish Care Integration
Residents can be uploaded to the system through our Nourish Integration; please see the articles below for further information.
Nourish Care Platform (Care)
How to Edit Residents
To edit a resident in your directory, follow the steps below:
On the dashboard, navigate to Directory > Residents
Select the Resident you would like to edit
Click Edit
Make your changes
Click Save
How to Archive Residents
To archive a resident in your directory, follow the steps below:
On the dashboard, navigate to Directory > Residents
Select the resident you would like to archive
Click Archive on the top right hand corner
Confirm
How Residents can Check in/Out
This section explains how Residents can be checked in/out on the Custr Dashboard and the Custr iPad app.
Dashboard
To see how Residents can check in/out on the dashboard, follow the steps in the video below:
Custr iPad app
To see how Residents can check in/out on the Custr iPad app, follow the steps in the video below:
How Residents Appear on the Evacuation View
This section explains how residents are displayed on the evacuation view list in both the Custr dashboard and the Custr iPad app
Dashboard
To see how residents show on the evacuation view on the dashboard, follow the steps below:
On your dashboard, navigate to Home > Evacuation View
Click Residents in to see a list of all residents currently on site
Custr iPad app
To see how residents show on the evacuation view on the Custr iPad app, follow the steps below:
On the Custr iPad app, hold down on the centre of the "Welcome to..." message
Click Yes, i'm sure from the pop-up
Select the Residents tab to see a list of residents currently on site
