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Residents

Learn more about the different ways to set up and maintain your residents directory.

Updated this week

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:

  1. On the dashboard, navigate to Directory > Residents

  2. Click the + icon

  3. Select New Resident

  4. Enter the Resident's details

  5. Click Save

CSV bulk upload

To upload multiple residents, follow the steps below:

  1. On the dashboard, navigate to Directory > Residents

  2. Click the + icon

  3. Select Import Resident

  4. Click Upload a file (a template can be found on the import screen)

  5. Upload your CSV file

  6. Review the Residents' details

  7. Click Save

Nourish Care Integration

Residents can be uploaded to the system through our Nourish Integration; please see the articles below for further information.


How to Edit Residents

To edit a resident in your directory, follow the steps below:

  1. On the dashboard, navigate to Directory > Residents

  2. Select the Resident you would like to edit

  3. Click Edit

  4. Make your changes

  5. Click Save


How to Archive Residents

To archive a resident in your directory, follow the steps below:

  1. On the dashboard, navigate to Directory > Residents

  2. Select the resident you would like to archive

  3. Click Archive on the top right hand corner

  4. Confirm


How Residents Appear on the Evacuation View

This section explains how residents are displayed on the evacuation view list in the Custr dashboard, iPad and companion app.

Dashboard

To see how residents show on the evacuation view on the dashboard, follow the steps below:

  1. On your dashboard, navigate to Home > Evacuation View

  2. 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:

  1. On the Custr iPad app, hold down on the centre of the "Welcome to..." message

  2. Click Yes, i'm sure from the pop-up

  3. Select the Residents tab to see a list of residents currently on site



​Custr Companion app

To see how residents show on the evacuation view on the Custr Companion app, follow the steps below:

  1. On the Custr Companion app, tap the fire icon located at the bottom right

  2. Select the site you want to view the evacuation list for

  3. Tap the Residents tab to view a list of all residents currently on site

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