Welcome, manager
Everything is grouped under the four tabs below. The portal holds the viewable and editable records — submissions themselves are made in the Client Portal and the forms.
MAR Chart Audit, the Monthly Audit System, and an at-a-glance Monthly Risk Monitoring overview.
Monthly care audits Management only
These are the two existing audit dashboards built earlier. They live in this portal folder so they open in one click; no more chasing files in Audit Folder / Audits.
MAR Chart Audit Dashboard
Per-client medication-administration record audit. Dashboard, register, audit log, new audit, settings.
Monthly Audit System
Broader monthly care audit (clinical, governance, supervisions, training, incidents).
Audit resources & setup docs
Monthly Risk Monitoring — submission overview By month
Whether each client's risk monitoring has been submitted for the chosen month, who the keyworker is, and whether a follow-up is still pending. Submissions and follow-ups are done in the Client Portal and the Risk Monitoring dashboard — this is the read-only management view.
| Client | Keyworker | Month | Submitted | Follow-up |
|---|
Evidence-backed training, supervision, appraisal and spot-check status. Use the buttons to open the Training Matrix and Submissions Search.
Overview — employee training, supervision & appraisal Evidence required
Each cell shows a date only when an actual submission with a SharePoint evidence link is on file. No dates are entered manually — they all come from a Supervision, Spot Check, Appraisal or Training submission. Empty cells mean "no evidence on file" and need action.
Employees
| Employee | Code | Supervisor | Mandatory training (last refresher) | Last supervision | Last appraisal | Last spot check | Quick actions |
|---|
Managers
| Manager | Code | Role | Mandatory training (last refresher) | Last supervision | Last appraisal | Quick actions |
|---|
Overdue Due ≤ 45 days OK No evidence
Mandatory training — record a refresher
Training refresher dates are evidence-backed: paste the SharePoint URL of the certificate. Without an evidence URL, the entry is not saved. The expiry date defaults to 12 months from the completion date.
Training Matrix All mandatory courses
One row per person, one column per course. Cells show the date of the most recent completion plus the expiry. Colour: red overdue, yellow due within 45 days, green more than 45 days away, grey no entry. All historical training entries are kept — open the per-employee detail panel below to see them.
Overdue Due ≤ 45 days OK No entry
Submissions search Across employees & periods
Filter every Supervision, Spot Check or Appraisal across staff by section and date range — e.g. show me everyone's "challenges" for Q1, or all "achievements" since January.
Per-client status across passports, risk monitoring and MAR audit — plus the Risk Monitoring Log completion by month. To open or submit the actual client documents, use the Client Portal.
Client overview Service users
All clients on the master register with their key passports, risk-monitoring and MAR-audit status. Same traffic-light colours — red is overdue, yellow is due within 45 days. Click an expiry date to open the related dashboard.
Overdue Due ≤ 45 days OK No data
| Service user | Keyworker | Hospital Passport expiry | Communication Passport expiry | Risk Monitoring (next due) | MAR Audit (last) |
|---|
Risk Monitoring Log Follow-up & lessons learned
Every monthly risk submission for the selected period. The grey columns come straight from the keyworker's submission; the white columns are for management to fill in and are saved as you type. Use the month selector to view and follow up previous months.
| Client Names | Key worker | Risks | Action taken by carer | Auditor's action | Further Action Assigned to | Status | Learning points |
|---|
The registers, keyworker codes, managers and all portal settings — kept in separate tappable boxes.
Service User Register Master list
This is the single source of truth. Adding a client here makes them appear in the Passport dashboard, the Risk Monitoring dashboard, and the MAR Audit register (once linked).
Add a service user
| Service user | Active | Keyworker | Key(s) | MAR | Hosp Pass | Comm Pass | Risk | Notes | SharePoint folder (optional override) | Actions |
|---|
Keyworker codes —
Each keyworker has a unique code (e.g. KW-07). Assign codes against clients above. Staff sign in with their code on the staff portal to see only their own clients.
| Code | Name | Role | Supervisor code | SharePoint folder (optional override) | Clients | Actions |
|---|
Managers Per-manager sign-in
Each manager has their own name and code (e.g. MGR-CLARE). Sign-ins are by name, so the
audit trail and header pill show who's actually signed in. You can keep a default MGR-2026 for first-time setup
and rename it to your own. Remove the seed entry once you've added your real managers.
| Code | Name | Role | SharePoint folder (optional override) | Status | Actions |
|---|
Portal settings Shared across the whole portal
Everything here is saved to the shared gnw-master-* keys, so it reaches every
dashboard and the Monthly Audit System too. Sections 1 & 2 (the registers) have their own dedicated
cards above — Service User Register, Keyworker codes and Managers.
1 & 2. Registers
Edit service users in the Service User Register card, and staff in the Keyworker codes / Managers cards above.
3. SharePoint URL setup
The destination for each submission type. Power Automate flows read these so PDFs land in the right place.
4. Review cycles & reminders
How often each item is due, the warning thresholds, and who reminder emails go to.
5. Power Automate flow URLs
The HTTP-trigger URLs for the four flows.
6. Editable lists
One item per line — drives the Risk Monitoring areas and the mandatory Training topics across the portal.
7. Branding & access codes
Company details, brand colour and the management access code.
9. Care Team membership
Decide who's in each client's care team. Members see the team chat, notice board, calendar and activity planner on the staff portal. Tick the employees and managers who should be on each client's team.
8. Monthly Care Audit — section assignments
Assign each audit section to the manager responsible for it. The Monthly Care Audit page shows a "My sections only" filter and a per-manager completion bar driven by these assignments.
| Audit section | Assigned manager |
|---|
Manager list pulled from Section 2 (Employee & Management User Register). Saved into the shared auditSectionAssignments key so the Monthly Care Audit page sees the same assignments.