Administration
Manage Profile Document types
Configure the preset labels people can choose when pinning files to a CareMap profile.
Profile Document Types is the administrator-managed catalog of preset choices for files on profiles. CareMap includes ISP, SF Assessment, SF Plan of Care, and Service Plan. Each preset allows one current file per person, with previous files kept in history. People can also choose Other and enter a custom label without adding a catalog type.
The catalog defines choices; it does not contain anyone's private files. Organization management authority alone does not grant access to this catalog.
Open the catalog
- Sign in with an administrator account.
- Open Admin > Content > Profile Document Types.
- Review the labels, keys, descriptions, status, order, and usage counts.
Add a type
- Select Add type.
- Enter a Key, Label, and Description.
- Choose Active or Inactive under Status.
- Select Add type to save.
The key must be unique, start with a lowercase letter, and use lowercase letters,
digits, and single underscores between words, such as care_review. It is limited
to 80 characters and cannot be changed after creation. The label is limited to
160 characters and the required description to 2,000.
Use descriptions to explain the intended document, without a real person's private information. Choosing a type is manual; the description does not automatically classify uploads.
New types are added at the end of the order. Use the row's up/down controls to move a type.
Edit or deactivate a type
Select Edit, update the label, description, or status, then Save. The key stays fixed. Use Deactivate on a row to remove that preset from new-file choices, or Activate to offer it again.
Deactivation preserves current files and all revision history. Authorized users can still view and replace an existing item with that type. It does not remove the type from existing documents, and there is no catalog delete action.
Review usage and recover errors
Usage counts profiles with an item of that type, not the number of historical revisions. The count does not expose filenames, contents, owners, or history.
If the catalog changed while you reordered it, refresh and retry using the latest list. For a failed load, use Try again. If a new key is already in use, choose a different key or edit the existing type instead.
For the upload and replacement workflow, see Profile Documents and version history.