Getting Started
Welcome to CareMap
Find your workspace, daily work, accessible content, and tools for supporting people.
CareMap brings accessible Guides, learning, schedules, care information, and shared support into one place. What you see depends on your account, workspace, permissions, Licenses, and enabled features.
Start with the screen you see
In the standard interface, Home brings together shortcuts and recent work. Your workspace name appears at the top of the sidebar on a wider screen, or inside More on a compact screen. Check that name before working with content.
Some accounts use Shelf Mode, a simpler interface centered on daily Guide rows and a Settings gear. If that is what you see, start with Use Shelf Mode; the standard sidebar and More instructions do not apply to the Shelf.
Choose a place to work
| Destination | What it helps you do |
|---|---|
| Home | Open favorites, invitations, assignments, upcoming work, and recent activity. |
| Library | Organize and open folders, Guides, Forms, Courses, References, files, and templates. |
| Learn | Take Courses and browse References. |
| Schedule | Find scheduled work and due assignments. |
| People | Work with contacts, care teams, profiles, and permitted care information. |
| Reports | Read activity results and other Reports you may access. |
| Notes | Write and share notes when available. |
| Catalog | Discover and share CareMap content. |
| Agent | Ask for help with available workspace information and actions. |
Organization workspaces can also provide Organization and Members. Admin is for accounts with CareMap administrator access. Seeing a destination does not grant every action within it.
A Guide uses pages and blocks to present instructions and collect supported responses. Authors can create and preview content; users with permission to run it can use its available playback action. Follow the Guide’s own completion and save messages when confirming an outcome.
Keep the context clear
Your personal workspace and organization workspaces provide different content and access contexts. Switching between them does not move or copy content. Shared Library content can be accessible without access to its owner’s whole workspace. On Home, invitations and direct assignments stay with your account across workspace changes; other sections reflect the selected workspace.
Web, desktop, and mobile use the same account, with layouts and capabilities suited to the device. Most work needs a connection. Offline Guides must be prepared separately on each device.
Open Help from the sidebar or More to reach the public Knowledge Base. For a practical starting path, follow Your first steps.