Getting Started
Navigate CareMap
Find destinations, switch workspaces, open Account and Settings, and reach Help.
Use the main navigation to move between the destinations available to your account and active workspace. These instructions cover the standard interface; Shelf Mode uses its own simpler navigation.
Use the sidebar or More
On wider screens, choose a destination in the left sidebar. The workspace switcher is at the top. Help and the account control are at the bottom: select your name/avatar to open Account, or the adjacent gear for Settings.
On compact screens, use the bottom toolbar. Home stays first and More stays last. More contains destinations that are not on the toolbar, the workspace switcher, your account control, Settings gear, and Help. The toolbar’s More indicator also represents an open destination that is not pinned to the toolbar.
Use More > Customize toolbar to choose shortcuts. See Customize the mobile toolbar for capacity, keyboard controls, and how those choices are saved.
Destinations can include Home, Library, Learn, Schedule, Catalog, Notes, Agent, Reports, and People. Organization and Members appear in eligible organization contexts; Admin requires CareMap administrator access. Read-only access can leave a destination visible while restricting actions inside it.
Change workspace
- Open the control showing the current workspace name, at the sidebar’s top or inside More.
- Choose an available personal or organization workspace. The menu identifies roles and read-only status; Suspended workspaces cannot be selected.
- Check the new workspace name before continuing.
CareMap keeps the destination when it is available in the new workspace; otherwise, it opens Home and announces the fallback. When CareMap detects unsaved changes, switching asks whether to discard them. Cancel if you need to save first. Switching does not copy content between workspaces.
Search the area you need
Use a destination’s search, tabs, and filters to find its content. On compact screens, a search button expands the field where supported. Read the field’s label, such as Search Library, Search People, or Search Settings; search is scoped to that area and workspace, not your entire account.
Home cards are not filtered by the generic desktop search field. Open Library, People, or the relevant destination to search its records. A missing search control does not mean you lost access; some screens use other controls.
On compact screens, leaving a section clears its transient search. Wider screens can retain a section’s search when you return. Settings search follows its own navigation state. Clear a retained query if expected items are hidden.
Find missing tools or get help
Check More, the active workspace, and Settings > Appearance > Features. A feature hidden on this device can be enabled there when your access allows it. Hiding a destination changes navigation, not its content or permissions.
Select Help to open the public Knowledge Base in a browser. It does not send your current care record or workspace search to the Knowledge Base.