Tutorial
Step-by-step walkthroughs for Tutorial in Read+Respond.
Ai Assistant
Assets
Cases
Raise a case
Report an issue manually, link the relevant client and verify the case reference and active step.
Mobile appComplete a case step
Finish the step a case is waiting on — and understand who it belonged to, what happens next, and what it does not do.
Web dashboardExplore cases
Read the case queue, and open one to see what it is waiting on.
Web dashboardConfigure an escalation plan
Build an escalation plan: the deadline, who hears first, how long before the next person, and how to read it back.
Web dashboardFind and read cases on your phone
Find an accessible case, understand its current step and holder, and read its updates.
Mobile appSet up a conditional case type
Build a case type that opens itself from a form answer, chases the first step, and publish it without disturbing cases already running.
Web dashboard
Clients
Set up a medication
Record a prescribed medication on a client's chart — the six required details, the schedule, and what the supply figure really means.
Web dashboardExplore clients
Find a client among the ones you can access, confirm it is the right person, and read what has been recorded about them.
Web dashboardCreate a client
Create a client profile: the four details it insists on, what they are for, and what is waiting on the page that appears.
Web dashboardCheck a client handover summary
Read a client's AI handover summary, see what it was drawn from, and check it against the record before you act on it.
Web dashboardTrack a client goal from a task
Link a goal to a task the client already has, record one completion, and read the workings behind the count.
Web dashboardFind and read client documents
Find a client, locate an accessible document and use its preview to read it.
Mobile app
Dashboard
Facilities
Forms
Find and review past submissions
Find an accessible response through Forms or a client, then open it to check its contents and status.
Mobile appFind and favourite a form
Find an available template and favourite it for quicker access from the list and dashboard.
Mobile appShow a question only when needed
Add a follow-up question that appears only for one answer, test it, and save it.
Web dashboardPolish form text with AI
Improve a supported text field, compare the suggestion with your observations, and accept only accurate wording.
Mobile appOpen a form on the web
Find the form template you need — across every folder at once — and open it ready to fill in.
Web dashboardFill a form via AI chat
Give the assistant observed facts, check its client-linked draft and submit only an accurate form.
Mobile appFill out a form
Choose a template and client, enter factual answers, review them and verify the submitted response.
Mobile appExport and retrieve form data
Select a dated subset of responses, queue an export, retrieve it from Downloads, and check its contents.
Web dashboardExplore forms
Tell blank templates apart from the responses people have filled in, then use the Forms Browser to read one template's results and narrow them.
Web dashboardCreate a form
Build a form with one required dropdown question, save it, and check what saved.
Web dashboardApprove a form response
Review a pending response against its submitted evidence, record a decision, and check its status history.
Web dashboard
Getting Started
The setup guide
Work the setup checklist: what the badge counts, how a walkthrough differs from the list, and what skipping does.
Web dashboardFind help
Search the guides by what you are trying to do, narrow them to where you are working, and read one.
Web dashboardShow your digital ID
Open your in-app staff card, check its displayed details and present it according to your organisation's process.
Mobile app
Inventory
Library
Locations
Messaging
People
Reports
Schedule
Update a scheduled appointment
Change an appointment location, then update a recurring schedule with the intended scope.
Mobile appExplore timesheets
Read recorded hours by pay period, and understand what Pending and Approved mean.
Web dashboardExplore shifts
Find the shifts you need on the roster: by person, by span, by grouping.
Web dashboardExplore the schedule
Read the schedule board — client, staff and facility events — and open one to see the whole booking.
Web dashboard
Settings
Add custom fields to a page template
Add a field of your own to every client profile — and understand that you are changing a shared definition.
Web dashboardImport client data
Bring a spreadsheet of clients in: download the template, upload it for checking, fix what is flagged, then commit.
Web dashboard
Shifts
Edit recorded shift times
Correct an eligible recorded shift time, provide a reason and check the saved time and duration.
Mobile appClock out of a shift
Finish an in-progress shift, give an accurate reason if requested, and check the recorded end time.
Mobile appClock in to a shift
Open your assignment, record the actual start time and verify it in Timesheets.
Mobile appAssign a draft shift
Roster a shift: who it is for, who is working it, when — and why Draft is the status to build one in.
Web dashboardAccept a new shift
Check a pending assignment, accept it, and verify its Confirmed status.
Mobile app