How CareList is organised

What CareList does, the two company types, the two layers of access, how a day flows between roles, and how this manual is laid out.

What CareList is

CareList is a checklist, audit and quality app built only for hospitals and diagnostic centres. Staff use it on their phones to complete bedside, lab, imaging, facility and accreditation checklists. Managers use the same app to assign that work, sign it off, follow up failures and show compliance to NABH / NABL assessors.

Everything is designed for a phone screen. You move around with the bottom tab bar (Home, Tasks, Scan, a fourth tab that depends on your role, and More). The More sheet holds every other screen. See Your first sign-in for a tour.

Two company types

Each company is created by the platform owner as one of two types. The type decides which clinical modules appear and which ready-made checklists are installed.

Note: In the app, assets are called Equipment, spare parts are Consumables & spares and spots are Locations.

Two layers of access

Every employee has exactly one role. A role gives two separate things:

1. Access tier. Roles with manager access (Administrator, Medical director, Quality manager, Nursing superintendent, Head of department, Lab manager) see the whole Manage section of the More sheet: checklists, assigning, approvals, deviations, analytics, employees, settings and more. They also see everyone's tasks, history, actions and work orders. Every other role is staff: they see their own tasks, history, actions and work orders.
2. Capabilities. These unlock the clinical and biomedical modules, independently of the tier. A Staff nurse has no manager access but can view patients and collect samples; a Head of department has manager access but cannot admit patients or move test orders along.

The full grid is in the Permissions matrix.

How a typical day flows

A hospital day, simplified:

• 07:00 – The quality team receives the daily compliance email (yesterday's completion, scores, failed audits, deviations, TAT and critical values). → Notifications and reports
• Start of shift – Nurses open Tasks and their patients' care plans (vitals every 4 hours, rounds every 8 hours, daily medication and fall-risk checks). → Staff nurse
• Ward round – A doctor orders lab tests from the patient page; the nurse or phlebotomist collects the sample. → Lab test order
• Lab – The technician receives and processes; the pathologist reports and verifies. A critical result must be phoned through and logged before it can be verified. → Critical value
• Rounds and audits – Housekeeping, pharmacy and department in-charges complete their scheduled checklists. Any Fail answer creates a deviation. → Failed item to corrective action
• Equipment – Anyone can report a fault as a work order; the biomedical engineer repairs it, and costly or critical jobs go to a manager for approval. → Equipment breakdown
• Quality office – Managers approve audits that need sign-off, resolve deviations, assign corrective actions and watch analytics. → Approvals, NABH audit cycle
• Discharge – The nurse completes the Discharge Readiness Checklist and the patient is discharged; open care tasks close automatically. → Patient stay

A diagnostic centre follows the same pattern without the ward steps: reception registers the order, the phlebotomist or radiographer collects or scans, the lab or radiologist reports and verifies, and reception hands the report over. → Imaging study

How this manual is organised

For a single task, such as adding a question type or printing a QR label, the help center is quicker.