Your first sign-in
Sign in, install CareList on your phone, find your way around the tabs and More sheet, and set up alerts.
CareList is a web app that you can install on your phone like any other app. You don't need an app store. This chapter takes you from your first sign-in to a fully set-up phone.
Sign in
Your administrator creates your account and gives you an email and password. You can't sign yourself up.
- Open the CareList address your administrator gave you and go to the sign-in page (
/login). - Enter your Email and Password.
- Tick Remember me on your own phone. Leave it off on shared ward computers.
- Tap Sign in. You land on Home.
Forgot your password? Tap Forgot password? on the sign-in page, enter your Email and tap Send reset link. Open the link in the email and choose a new password. If no email arrives, ask your administrator. They can set a new password for you from Employees.
Note: If you see "Your account has been deactivated" or "This company account is suspended", signing in again won't help. Contact your administrator. Only the platform owner can reactivate a suspended or expired company.
Install it on your phone
Installing gives you a home-screen icon, a full-screen app and (on iPhone) push notifications.
- Android (Chrome): Open More. If you see Install app on this device, tap it and confirm. Otherwise use the Chrome menu → Add to Home screen.
- iPhone (Safari): Tap the Share button → Add to Home Screen → Add. Then open CareList from the new icon. On iPhone, push notifications only work from the installed icon.
See Sign in and install for screenshots.
The Home dashboard
Home opens with a greeting and today's figure, checklists done today, with a completion bar. Below it you'll find:
- Totals: published Checklists, Locations and Teams. Then Overdue tasks (tap to see them), Avg score 30d and This month completion.
- Quick access: tiles for Tasks, Scan, Actions, Repairs, Equipment and History, plus Patients and/or Diagnostics if your role can see them. Managers also get Checklists, Approvals, Deviations, Analytics, Campus, Teams, DPR and Automate. Equipment managers get Service and Spares. A red badge means something is overdue or needs attention.
- Progress rings for today, this week and this month, Completed – last 7 days and Results – last 30 days (pass, fail, unscored).
- My open tasks: your next tasks. Tap one to start it.
- Managers also see Recently completed and Activity.
If you don't have manager access, the figures on Home only count your own tasks. Managers see the whole company.
The bottom tabs
| Tab | What it does |
|---|---|
| Home | The dashboard above. |
| Tasks | Your assigned checklists. Filter by All, Pending, In progress, Overdue, Completed or Overridden. Tap Start or Continue to fill one in. |
| Scan (the round button) | Opens the camera to scan a QR code on equipment, a location, a checklist poster, a patient's bed or a sample label. |
| 4th tab | Patients for ward roles in a hospital, Diagnostics for lab and imaging roles (and everyone in a diagnostic centre who can see test orders), otherwise Orders (work orders). |
| More | Everything else (see below). |
On any page below the top level, a back arrow appears at the top left of the header.
The More sheet
Tap More to open the sheet. The header shows your name, your role and your email. Below that you'll find:
- Notifications, with a red count of unread alerts.
- Clinical: Patients and Diagnostics, if your role allows them.
- Work: My Team Dashboard, Corrective Actions, My History and Overall Histories.
- Biomedical & facility: Equipment and Work orders, plus Maintenance schedules and Consumables & spares if you manage equipment.
- Manage (manager access only): Checklists, QR codes, Template library, Approvals, Deviations, Override Histories, DPR Reports, Analytics, Automation, Campus & Locations, Teams, Employees, Export data, Audit log and Settings.
- My account, Help center and a language picker (Google Translate).
- Push notifications, Install app on this device (when available) and Log out.
Search
Tap the magnifying glass in the header. Type at least 2 characters to search equipment, work orders, corrective actions and inspections. If your role allows it, the search also covers patients (name, UHID, ward, bed) and test orders (accession number, patient, tests). Managers can also search checklists and employees.
Notifications
The bell in the header shows how many alerts you haven't read. Tap it to see your latest 50 notifications. Opening the page marks them all as read. Tap a notification to go straight to the task, order or approval.
Turn on push notifications
Push alerts reach you even when CareList is closed.
- Open More.
- In the Push notifications box, tap Enable and allow notifications when your phone asks.
- The status changes to "On for this device". Tap Send a test notification to check it works.
If the box says "Blocked in browser settings", allow notifications for the site in your phone's settings. If it says "Not supported here", you're on an iPhone that hasn't installed the app yet. The box only appears once your company's push service has been configured. See Push notifications.
My account
More → My account has two cards:
- Profile: change your Name, Email and Phone. Turn Email me alerts on or off. When it's on, you get an email as well for new tasks, reminders, approvals, critical values and TAT breaches. In-app and push alerts always stay on. Your Role is shown here but only a manager can change it. Tap Save profile.
- Change password: enter your Current password, a New password (min 8) and Confirm new password, then tap Change password.
Sign out
Open More and tap Log out at the bottom. Logging out also stops push notifications on this device and clears the pages saved on it, so do it on any shared device.
Working offline
CareList keeps working when the signal drops:
- A yellow banner says you're offline. Answers you type in an inspection you already have open are saved on the phone and sync automatically when you reconnect.
- Pages you opened earlier still load. A page you have never opened shows "You're offline" with a Try again button.
- Approving, verifying, discharging and other actions need a connection. Wait for the banner to disappear.
Next: Find your role.