Tutorial
Step-by-step walkthroughs for Tutorial in Read+Respond.
Ai Assistant
Find and verify an assistant answer
Ask the assistant a question in plain words, check where its answer came from, and point it at a specific record.
Web dashboardAsk the assistant on your phone
Ask a practical question, check a linked source, and reopen a saved conversation.
Mobile appAsk the assistant about your forms and notes
Ask Star Beam how many forms are waiting, or which notes mention something, and get an answer drawn only from the records you can open.
Web dashboardReview an AI agent's suggestion
AI agents run scheduled checks on your rosters, medication records and tasks. Open what they flag, check the records behind it, and acknowledge it.
Web dashboard
Assets
Add an asset
Add a vehicle or piece of equipment to the asset register, and check it saved.
Web dashboardRecord an asset's expiry date
Update the expiry of a vehicle's WOF, registration or insurance so its status stays accurate.
Web dashboardSet up an asset type
Create a new asset type with its own fields, then record an asset of that type.
Web dashboard
Audits
Import a standard
Import a standard from a PDF or Word document: an AI drafts its clauses beside the pages they came from, you check and fix them, then publish it to tag questions and set up audits.
Web dashboardCheck requirements at the visit
As the auditor, check each requirement at the visit: look at a sample of the answers behind it, record No gap or Gap, and move on to the next.
Web dashboardShare an audit
Share an audit's progress with someone outside it, such as an external auditor, through a link of their own, with or without the evidence.
Web dashboardChoose what proves a requirement
Choose what proves a requirement in an audit: let AI find the form questions that ask it, use the right one, or add a document, training or register.
Web dashboardFix a gap
Fix a gap an audit found: say why it happened and what you did, attach proof, and mark it fixed, so it closes on the next passing check.
Web dashboardSet up an audit
Set up an internal audit of one site against one standard: choose the standard, the site and the visit date, and the audit opens with its steps, figures and gaps.
Web dashboardMap a form with AI
Let AI suggest which clauses of a standard each of a form's questions evidences, review each suggestion and its pass and fail answers, and save the ones you accept as tags.
Web dashboard
Cases
Explore cases
Read the case queue, and open one to see what it is waiting on.
Web dashboardComplete a case step
Finish the step a case is waiting on — and understand who it belonged to, what happens next, and what it does not do.
Web dashboardSet up a conditional case type
Build a case type that opens itself from a form answer, chases the first step, and publish it without disturbing cases already running.
Web dashboardConfigure an escalation plan
Build an escalation plan: the deadline, who hears first, how long before the next person, and how to read it back.
Web dashboardExport a regulator bundle
Export a case as a print-ready bundle for a regulator or funder, with office-only notes withheld and a hash-chained history that shows nothing was changed.
Web dashboardFind and read cases on your phone
Find an accessible case, understand its current step and holder, and read its updates.
Mobile appRaise a case
Report an issue manually, link the relevant client and verify the case reference and active step.
Mobile app
Clients
Add a client contact
Record a client's emergency contacts, next of kin, GP and other contacts from their page on the web.
Web dashboardTrack a client goal from a task
Link a goal to a task the client already has, record one completion, and read the workings behind the count.
Web dashboardFind and read client documents
Find a client, locate an accessible document and use its preview to read it.
Mobile appCheck a client handover summary
Read a client's AI handover summary, see what it was drawn from, and check it against the record before you act on it.
Web dashboardLook up a client on your phone
Find a client's details, contacts, notes and tasks in the app while you're out.
Mobile appCreate a client
Create a client profile: the four details it insists on, what they are for, and what is waiting on the page that appears.
Web dashboardExplore clients
Find a client among the ones you can access, confirm it is the right person, and read what has been recorded about them.
Web dashboardSet up a medication
Record a prescribed medication on a client's chart — the six required details, the schedule, and what the supply figure really means.
Web dashboardFunding and care ratios
Record the care ratio a client is funded for, and see gaps in care while you plan their shifts.
Web dashboard
Dashboard
Facilities
Forms
Approve a form response
Review a pending response against its submitted evidence, record a decision, and check its status history.
Web dashboardGenerate a form with AI
Describe the form you need, or upload an existing form or a screenshot of one, and let AI draft it for you to check.
Web dashboardReview a care assessment
Check the scores the assistant suggested from a case note, adjust or confirm them, and complete the assessment.
Web dashboardCreate a form
Build a form with one required dropdown question, save it, and check what saved.
Web dashboardExplore forms
Tell blank templates apart from the responses people have filled in, then use the Forms Browser to read one template's results and narrow them.
Web dashboardExport and retrieve form data
Select a dated subset of responses, queue an export, retrieve it from Downloads, and check its contents.
Web dashboardFill in a facility form
Record a site check or report against the facility it's about, then find it on the facility's Forms tab.
Web dashboardFill a form via AI chat
Give the assistant observed facts, check its client-linked draft and submit only an accurate form.
Mobile appFill out a form
Choose a template and client, enter factual answers, review them and verify the submitted response.
Mobile appOpen a form on the web
Find the form template you need — across every folder at once — and open it ready to fill in.
Web dashboardShow a question only when needed
Add a follow-up question that appears only for one answer, test it, and save it.
Web dashboardPolish form text with AI
Improve a supported text field, compare the suggestion with your observations, and accept only accurate wording.
Mobile appShare a form by link
Create a public link or QR code so people outside your organisation can fill in a form without an account.
Web dashboardAdd a signature to a form
Add a signature question to a form, make it required, and see how people sign when they fill it in.
Web dashboardFind and favourite a form
Find an available template and favourite it for quicker access from the list and dashboard.
Mobile appFind and review past submissions
Find an accessible response through Forms or a client, then open it to check its contents and status.
Mobile appSpeak your notes into a form
Dictate a form's notes on the mobile app instead of typing them, then check and save what was written.
Mobile appTurn a paper form into a digital one
Upload a photo or scan of a paper form, or an existing document, and AI drafts a digital form for you to check and edit.
Web dashboardSet up a form set
Group the forms an audit, admission or inspection needs into one ordered pack, so it can be started and tracked as one.
Web dashboard
Getting Started
Accept an invitation on your phone
Join an organisation from the invitation waiting for you after you sign in to the app.
Mobile appShow your digital ID
Open your in-app staff card, check its displayed details and present it according to your organisation's process.
Mobile appSearch everything
Find pages, clients, staff, facilities, forms, documents and help articles from the search box at the top.
Web dashboardFind help
Search the guides by what you are trying to do, narrow them to where you are working, and read one.
Web dashboardSet up your PIN and fingerprint
Secure the app with a 4-digit PIN the first time you sign in, and optionally unlock with your fingerprint.
Mobile appThe setup guide
Work the setup checklist: what the badge counts, how a walkthrough differs from the list, and what skipping does.
Web dashboardSign up your organisation
Set up a new organisation after you sign up, choose how to start and which plan to be on, and let the workspace build itself.
Web dashboardSwitch organisation
Move between the organisations you work for without signing out.
Web dashboard
Inventory
Run a stock take
Run a stock take: what the prefilled figures are for, what a difference means, and why a count is signed.
Web dashboardDo your shift's stock take
Count the register your shift is asked for, straight from the shift on the app, and sign it off so the stock take is done.
Mobile appSchedule a stock take
Give a register a counting schedule so its stock take lands on the task list, reminds the right people, and is completed by the count itself.
Web dashboard
Library
Explore the library
Find a document in the Library, open it, and understand what the Chat Index toggle does.
Web dashboardRead a policy on your phone
Find a policy or procedure in your organisation's Library and read it in the app while you're out.
Mobile appOrganise the Library into folders
Create folders in the document Library and drag documents into them, so your team can find a document by where it belongs.
Web dashboard
Locations
Messaging
Start a group chat
Start a conversation with several colleagues, name the group, and share a file in it.
Web dashboardMessage your team
Open a conversation, send a message, and reply to a particular one so the thread still reads clearly later.
Web dashboardSet who a team can message
Use teams to decide who can message whom: managers reach their whole team, and members reach each other only when the team allows it.
Web dashboard
People
Invite a user
Choose appropriate access and check invitation status.
Web dashboardCreate a review role
Build a role that can review form responses and nothing else — including the dependency the panel warns you about.
Web dashboardRecord a staff register item
Fill in a missing item on a staff member's registers — with a document, or recorded without one — and see its status update.
Web dashboard
Reports
Platform adoption
See how your team uses Read + Respond — who was active, when they were last on, and which features they used on the dashboard and the mobile app.
Web dashboardAssociation timeline
See who was with each client, when and for how long — worked out from shifts and where people live — and export it.
Web dashboardExplore reports
Open Form Responses, choose a template and reporting dates, and inspect the matching records before exporting.
Web dashboardMedication overview report
See a week of medication rounds for every client at a glance, spot missed doses, and export a medication chart.
Web dashboardReview your KPIs
Read the KPI board: what each status means, what the period changes, and what the history does and does not tell you.
Web dashboardCheck register compliance
See who is compliant, expiring soon, expired or missing on a register, filter it, and export it.
Web dashboardSee how many forms went in
Use the Form Counts report to see how many forms were submitted for each client, facility, asset or person, month by month, with their approval status.
Web dashboardCheck staff workload
See each person's rostered hours week by week, and who is over your weekly maximum.
Web dashboard
Schedule
Explore the schedule
Read the schedule board — client, staff and facility events — and open one to see the whole booking.
Web dashboardExplore timesheets
Read recorded hours by pay period, and understand what Pending and Approved mean.
Web dashboardExplore shifts
Find the shifts you need on the roster: by person, by span, by grouping.
Web dashboardUpdate a scheduled appointment
Change an appointment location, then update a recurring schedule with the intended scope.
Mobile app
Settings
Read the audit log
Use the audit log to find who created, changed, archived or deleted a record, and exactly which values changed.
Web dashboardImport client data
Bring a spreadsheet of clients in: download the template, upload it for checking, fix what is flagged, then commit.
Web dashboardAdd custom fields to a page template
Add a field of your own to every client profile — and understand that you are changing a shared definition.
Web dashboardAdd a pay rate
Set up a pay rate with its multiplier, payroll code and colour, ready for shifts and timesheets.
Web dashboardSet up a register
Create a compliance register and the tags it tracks, so documents tagged with them count toward each person's, client's or facility's compliance.
Web dashboardAdd custom fields to facilities
Add a field of your own to every facility's page with the Facility page template, then fill it in for a facility.
Web dashboardReview access
Use Access Review to see who can reach each client, facility and form, and whether that access comes from an organisation-wide role, a direct assignment or a shift.
Web dashboard
Shifts
Accept a new shift
Check a pending assignment, accept it, and verify its Confirmed status.
Mobile appAssign a draft shift
Roster a shift: who it is for, who is working it, when — and why Draft is the status to build one in.
Web dashboardClock out of a shift
Finish an in-progress shift, give an accurate reason if requested, and check the recorded end time.
Mobile appClock in to a shift
Open your assignment, record the actual start time and verify it in Timesheets.
Mobile appEdit recorded shift times
Correct an eligible recorded shift time, provide a reason and check the saved time and duration.
Mobile appPrint the roster
Print the roster you have open, laid out for paper, by client or by staff member.
Web dashboardCheck your timesheets on your phone
See the hours you've worked each pay period, and which shifts have been approved.
Mobile appTick off medications and tasks on shift
Record a medication and complete your shift's tasks from the dashboard while you're clocked in.
Mobile appSee where a shift is
Check a shift's location on the map in Shift Details, and open it in your maps app for directions.
Mobile app
Support
Timesheets
Training
Training compliance
Read the training compliance report to see who is current and who is behind, then approve certificates people have recorded from outside providers.
Web dashboardUpload a training certificate
Record a certificate from training you did with an outside provider, so it can be approved and count on your training record.
Mobile appTraining renewal reminders
What a training reminder on your phone means, when reminders arrive, and how to renew training once it runs out.
Mobile appComplete a training module
Open an assigned module in the app, work through its lessons and quiz, and finish it so it counts on your training record.
Mobile appCreate a training pathway
Group training modules into a pathway — an induction, say, or the annual refreshers — and publish it so it can be assigned as one.
Web dashboard