1. Navigate to the People
section.
2. Search for and select the individual requiring a compliance visit.
3. Click on their name and open the Compliance tab.
4. Click Add Compliance Visit in the bottom left corner.
5. Choose whether the assessment will be virtual or face to face.
6. Enter the start date, time, and duration of the compliance visit.
7. For face-to-face visits, provide the address; for virtual visits, enter the meeting link.
8. Select the appropriate compliance form from the dropdown menu. If the desired form is unavailable, contact support@onecareplatform.co.uk to request its addition.
9. Choose the staff member who will conduct the visit, based on availability for the specified date and time.
10. If the compliance visit is chargeable, tick the Chargeable checkbox and click Save.
✅The compliance visit will be saved, appearing on both the individual's and staff rota, as well as in the staff mobile app. The compliance form can be completed via web or mobile.