Your first steps

CareMap shows content and work for the active workspace. Start by confirming that context, then open one item you can use. The destinations and actions you see depend on your workspace, role, License, and folder access.

1. Confirm the workspace

Check the workspace name at the top of the desktop sidebar. On a compact or mobile screen, select More and check the workspace shown at the top.

If you need a different workspace, select that name and choose your personal workspace or an available organization. CareMap keeps the current destination open when it is available there; otherwise, it opens Home.

2. Find something to do

Start on Home to see work, favorites, invitations, and recent activity for the active workspace. Open an available row or card and use its visible action, such as Play for an assigned Guide.

To browse instead, open Library:

1. Choose a Library source if Library sources is shown.
2. Open folders until you find the item you need. You may see Guides, Forms, Courses or References, files, and templates.
3. Select the item and choose an available action. For example, select Play for a Guide, Fill for a Form, or open a Course or Reference.

Only actions allowed by your current access appear. If Library is not available in this workspace, use an item on Home or switch to a workspace that includes it.

3. Complete one task

For a first Guide, select Play, follow the visible pages, and answer any required Fields. Continue until the completion screen appears. CareMap may say that Report capture is pending or queued while changes finish syncing; do not repeat the Guide just because capture is still in progress.

If you can create content, another simple first task is to open the intended Library folder, select Create > New Folder, name it, and confirm it appears in that folder. Creation choices are hidden in read-only locations.

If you cannot find or open something

• Confirm the active workspace and, in Library, the selected Library source.
• Clear Search Library and reset hidden content types under View Options.
• A missing destination or action can require a different role, License, workspace capability, or folder permission. Ask the relevant owner or manager to review your access.
• Refresh the current area if content was just assigned, created, moved, or shared with you.
• Select Help in the sidebar or in More to open the CareMap Knowledge Base for the task you are trying to complete.