Create and edit a Guide

Create a Guide in Library, then use the editor to build its Guide > Sequence > Page > Block structure. You need Guide authoring access and edit permission in a writable destination folder.

Create a Guide

1. Open Library and enter the folder where the Guide should be stored.
2. Open Create and select New Guide.
3. Enter a name and optional description. To begin from reusable content, turn on Use template and choose a Template instead.
4. Select Create guide. CareMap creates the Guide in the current folder and opens it in the editor.

A blank Guide starts with a Start sequence and Page 1. A Template copies its saved structure and settings; later edits affect only the new Guide.

Build and update the Guide

1. Use Guide > Guide settings to change the Guide name, description, audience, cover, navigation display, or completion behavior.
2. Use Sequence to add, rename, duplicate, or organize sequences and choose Make start sequence for the opening flow.
3. Use Page to add, rename, duplicate, organize, or adjust the active page.
4. Select Add block on the page canvas, choose a content or interaction type, configure it, and select Save block. Use Edit on an existing block to change it.
5. Open Warnings and repair severe launch blockers. Use Preview guide, Preview current sequence, or Preview current page to test the saved experience without creating a Reports inbox record.

Wide screens provide an outline for direct selection. On smaller screens, use the Guide, Sequence, and Page menus plus Organizer.

Understand saving and availability

CareMap saves structural actions when they complete. Settings and block dialogs have their own Save action. Primary Text, Field, and Router content edited on the page saves after a short pause. CareMap finishes that save before Back, Preview, Play, Schedule, page, or sequence navigation proceeds.

There is no whole-Guide Save button and no separate Draft or Publish state. The latest saved Guide is the current version. Normal saved state stays quiet; Saving or Save failed appears when attention is needed.

Creation or Edit can be unavailable when the current workspace is read only, the folder does not grant edit access, Guide authoring is unavailable, or the workspace cannot accept more authored content. Play-only and view-only access does not expose the authoring controls.

Fix common problems

• New Guide is missing: Confirm the active workspace and folder are writable and that you have edit access.
• A save fails: Keep the editor open and use Retry save. Inline drafts remain available after a failed save.
• CareMap reports a conflict: Select Review conflict. Retry when the change can still be applied; use Reload latest only after reviewing the local draft it may replace.
• Preview or Play is blocked: Open Warnings and repair missing start content, empty reachable pages, unavailable media, or broken routes.