These registers and URLs are shared with the rest of the GN Wellsprings Care Portal — editing here updates everywhere.
1. Service User Register
Full name, keyworker key(s), and the SharePoint folder URL their PDFs are filed into.
Service user
Keyworker key(s)
SharePoint folder URL
2. Employee & Management User Register
Employees use KW-XX codes, managers use MGR-XXXX codes. The SharePoint folder URL is where their Supervision / Spot Check / Appraisal PDFs are filed.
Type
Code
Name
Email
SharePoint folder URL
3. SharePoint URL Setup
The destination for each submission type. Microsoft Graph uploads read these so submissions 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. Microsoft Graph Flow URLs
The HTTP-trigger URLs for the four flows. Keep these out of day-to-day staff hands.
6. Editable Lists
One item per line. These drive 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.
8. Monthly Care Audit — Section Assignments
Assign each audit section to the manager responsible for it. Once assigned, that manager can use the "My sections" filter on the audit page to focus only on the questions they own, and the completion bar tracks each manager's progress.
Audit section
Assigned manager
Manager list is pulled from Section 2 — Employee & Management User Register. Add a manager there first, then come back to assign them a section.
9. Monthly Care Audit — Question Editor
Edit, add, delete or re-order any question in the audit, and set up auto conditional answers: when a user answers No, automatically pre-fill the evidence text (so empty months don't have to be re-typed). You can also decide whether each question raises an Action Required block on Yes, on No, or never. Saved questions sync to KV and apply across all devices.
Audit Status
Each section below has its own "Audited by" field for cases where different sections are audited by different staff. The lead auditor above is used for sign-off on the final report.
"My sections only" hides the sections that haven't been assigned to the selected manager. Switch to Full audit any time to see everything. Assignments are managed in Settings → 8. Audit Section Assignments.
Load a saved audit
Select a saved monthly audit to continue working on it. This will replace any unsaved changes currently on screen.
Annual Audit Dashboard
Year-view of all monthly audit submissions. Click a month to open it; "Start" begins a new audit for that month.