CareMap glossary

Use this glossary when a CareMap word or label is unfamiliar. Actions can vary by workspace, access, and device.

Main places

Term	Meaning
Workspace	The personal, organization, or shared area you are viewing.
Library	Folders and source content such as Guides, Forms, Courses, files, and templates.
Learn	Courses and References for learners. Progress and certificates live here.
Catalog	Approved content that can be added to Library or Learn.
Notes	Revisioned care notes for context, observations, and updates.
Reports	Submitted Guide or Form results for review, sharing, or export.
People	Profiles, contacts, clients, guardians, care teams, and records.
Agent	CareMap’s assistant for questions and confirmed workspace actions.
Admin	Organization and operations controls for authorized roles.

Content and authoring

Term	Meaning
Guide	A step-by-step experience someone runs to follow instructions or complete work.
Sequence	An ordered section inside a Guide.
Page	A screen inside a Sequence.
Block	A content or interaction unit on a Page.
Field block	A question block that collects answers.
Answer method	A Field block input, such as text, choice, photo, scale, or signature.
Form	Structured sections and fields for intake, checklists, uploads, or surveys.
Course	Ordered learning with lessons, progress, assessments, and optional certification.
Reference	Learning chapters browsed freely without completion tracking or certificates.
File	A stored document, image, scan, PDF, or media item.
Template	A reusable starting point for new Guide content.
Folder	A Library container that organizes content and access.

People, access, and organizations

Term	Meaning
Person	A profile or care subject. Organization areas may call this a client.
Guardian	Someone with delegated access around another person’s care.
Care team	People with roles or access around a person.
Organization	A shared workspace for staff, clients, content, billing, and administration.
Supplier	A workspace that can provide Catalog content, packages, or managed accounts.
Owner	Library access that can manage content and folder membership.
Read/write	Access that can view and change writable content.
Read only	Access that can view content but not edit it.

Work, records, and status

Term	Meaning
Schedule	Guide work, reminders, recurrence, and completion windows.
Session	One run of a Guide.
Answer	A response captured in a Guide session or Form submission.
Submission	A completed Form response.
Report	The submitted result of a Guide or Form.
Record	A person-owned history from selected manual, Form, and Guide values.
Record Type	A defined kind of record value.
Certificate	Proof of Course completion when certification is enabled.
Ready	The item is prepared and available to use.
Processing	CareMap is still preparing the item. Wait before trying the result again.
Failed	The latest action did not finish. Use a visible retry when offered.

If a word does not match what you see

1. Confirm you are in the intended workspace.
2. Check whether you are in the right place, such as Library, Learn, Catalog, Notes, Reports, People, or Admin.
3. Clear filters or search terms that may hide a content type.
4. Check whether the item is read only or unavailable because of your role, license, package, or device.