Get Started with Care Life
Ready to get this powerful tool into your Care team's hands? Here's a checklist to get you started:
Assign Security Roles
- Care Life Case Manager
- Can edit Care Cases assigned to them.
- Can close Care Cases assigned to them.
- Can add and edit Care Logs assigned to them.
- Can view Care Cases assigned to them.
- Care Life Case Administrator: Can perform all of the Case Manager actions listed above, plus:
- Can add new Care Cases.
- Can edit all Care Cases.
- Can close all Care Cases.
- Can add and edit all Care Logs.
- Can view all Care cases.
- Can add a Care Cases.
- Can assign Care Case Managers to Care Cases. Note: Users with a Case Administrators role can view all Care Cases in Care Life, even if you apply a Global Filter. If you're in a diocesan instance, you might not assign this role to someone in a parish.
- Care Life Case Viewer: Can see all Care Cases, but cannot add, edit, or close Care Cases that are not assigned to them.
Configure Care Life for Text
Your Care Team can communicate with their people through text message using the New Message Tool!
- Connect your preferred Outbound SMS Number to any Programs you want to use for Care Life by updating the SMS Number field on the Program record, OR
- Assign or update any Care Case with a Program that has a configured SMS Number.
Care Life uses the API for text, so make sure your API User's security role has a texting quota limit (because if it's zero, the API can't send any text messages).
Update Your Configuration Settings
Review the CLOUDAPPS, DefaultCareProgramID configuration setting and update the Program ID to your church's value. Upon deployment, the Program ID sets to "1" or the lowest possible value in each system.
Configure Your System for Mapping
You need to add your CloudApps URL as a new "Referrer" API Key under Website Restrictions in your Google account. List each site as a separate Referrer under Website Restrictions. Add a new item for CloudApps. Without this, mapping will not work. See Find Your Cloud URL for Life Apps & Template Editor to find your base Cloud URL, and see Google Maps API Key for directions on adding the new exception.
Turn Off the Existing Process
You need to turn off the Household Care process. If you leave the Household Care process on, tasks and emails assign to users to "Complete" through the Platform. You do not need to set the Care Case Assigned process because it comes enabled.
Decide How You Want to Handle Notifications
The link in the Care Case notification directs users to Care Life when Care Cases are added, updated, or closed. They also relay information for Care Cases that occurred in the last 24 hours and for any Hospital Care Case Types that are open or have been added, updated, or closed in the last 24 hours. You can turn this off or add text at the top of the notification email encouraging users to check out Care Life.
It may also be useful to let your care providers know how they can save the link to Care Life on their phone's home screen. You can find the instructions online by searching for the phone type along with "add webpage to home screen".