--- title: "Step 2: CareMaster Configuration & Rostering" description: "If you need assistance, please use the link that was provided to you during your Discovery Session or email us at onboarding@caremaster.com.au for any questions." canonical_url: "https://support.caremaster.com.au/articles/step-2-caremaster-configuration-rostering-wfu7I1tQvO" md_url: "https://support.caremaster.com.au/articles/step-2-caremaster-configuration-rostering-wfu7I1tQvO.md" --- # Step 2: CareMaster Configuration & Rostering If you need assistance, please use the link that was provided to you during your Discovery Session or email us at onboarding@caremaster.com.au for any questions. \*Some sections are labelled as Optional. These are not vital in the initial configuration and are designed to compliment your system understanding. ## The First video group is Onboarding Session 1.0 - Menu Overview. (Optional) These videos will give you an overview of each of the CareMaster menu’s and their functionality. This will assist in learning the different areas with the CareMaster Platform and navigation around the system. | **Onboarding Session 1.0** | **Duration** | |----|----| | Menu Outline Part 1 | 3:38 | | Menu Outline Part 2 | 2:30 | | Menu Outline Part 3 | 3:23 | **Part 1** **Home / Alerts / Participants / Roster / Staff/Volunteers** [Online Resource - Home Page](https://support.caremaster.com.au/articles/home-page-9x2TmdcTM1) [Online Resource - Alerts](https://support.caremaster.com.au/articles/alerts-user-guide-rd4caE0SSL) [Online Resource - The Participant Profile](https://support.caremaster.com.au/articles/the-participant-profile-user-guide-E1Op1PkTRG) [Online Resource - Roster Menu](https://support.caremaster.com.au/articles/roster-page-user-guide-BgiXmmSp35) [Online Resource - Staff/Volunteers](https://support.caremaster.com.au/articles/user-guide-staffvolunteers-AZfxZw80sX) [1.0 538x303](https://support.caremaster.com.au/api/attachments.redirect?id=6a7576ae-17c2-448c-a7c5-fbe48febbc5e) **Part 2** **Vehicles / Properties / Reporting / Documents / Incidents / News** [Online Resource - Vehicles](https://support.caremaster.com.au/articles/vehicles-user-guide-nSHJDczkBt) [Online Resource - Properties](https://support.caremaster.com.au/articles/properties-user-guide-xrPzNUW1Dm) [Online Resource - Reporting](https://support.caremaster.com.au/articles/reporting-bXQGVfE7Ry) [Online Resource - Documents](https://support.caremaster.com.au/articles/user-guide-documents-WR004HQAsJ) [Online Resource - Incidents](https://support.caremaster.com.au/articles/incidents-user-guide-19vOBrRSc6) [Online Resource - News](https://support.caremaster.com.au/articles/news-items-EJfwf1cX23) [1.02 538x303](https://support.caremaster.com.au/api/attachments.redirect?id=bbedefc6-a61c-4224-ae1b-ff34300f4a34) **Part 3** **Settings / Admin / Data** [Online Resource - Settings](https://support.caremaster.com.au/articles/settings-8ivIciHVWa) [Online Resource - Admin](https://support.caremaster.com.au/articles/admin-overview-user-guide-0d3MsJhfRy) [Online Resource - Data](https://support.caremaster.com.au/articles/data-overview-user-guide-yuh5jVCHtr) [1.03 538x303](https://support.caremaster.com.au/api/attachments.redirect?id=7c3142e1-2309-4b23-85f0-9508fbd712fe) ## The Second videos are Onboarding Session 1.1 - System Configuration. These videos will start you in personalising your CareMaster system and configuring your Company Details, Service Organisations, Case Notes, Cancellation Codes and Documents. They includes some Action Item’s to be completed before proceeding onto the next onboarding session. | **Onboarding Session 1.1** | **Duration** | |----|----| | System Configuration Part 1 Company Details & Service Organisations | 2:05 | | System Configuration Part 2  Case Notes & Cancel Codes (Optional) | 3:18 | | System Configuration Part 3 Documents ( | 2:59 | **Part 1** **Company Details / Service Organisations** [Online Resource - Company Details](https://support.caremaster.com.au/articles/editing-company-details-0ACmf9ynF2) [Online Resource - Service Organisation](https://support.caremaster.com.au/articles/editing-service-organisation-details-U4QDpB0Gl8) [1.1 576x324](https://support.caremaster.com.au/api/attachments.redirect?id=8ddafe8d-6e36-4a86-ad5c-92402bedd636) **Part 2** **Case Notes / Cancel Codes** (Optional) [Online Resource - Case Notes](https://support.caremaster.com.au/articles/user-guide-case-notes-VelOfes9Kg) [Online Resource - Cancel Codes](https://support.caremaster.com.au/articles/set-up-cancel-codes-P3iDTQNVtO) [1.12 576x324](https://support.caremaster.com.au/api/attachments.redirect?id=e1f905d0-13f6-40b6-9d8e-21d3375160a3) **Part 3** **Documents** (Optional) [Online Resource - Documents](https://support.caremaster.com.au/articles/user-guide-documents-WR004HQAsJ) [1.13 576x324](https://support.caremaster.com.au/api/attachments.redirect?id=c28798cf-de90-4f34-8399-014a4441635c) ## The Third videos are Onboarding Session 1.2 - Worker and Participant Profiles. These videos will walk you through the Worker and Participant Profiles and assist you in adding and uploading specific data on these profiles. They includes some Action Item’s to be completed before proceeding onto the next onboarding session. | **Onboarding Session 1.2** | **Duration** | |----|----| | Intro to Participant Profile | 7:19 | | Intro to Worker Profile | 5:17 | [Online Resource - The Participant Profile](https://support.caremaster.com.au/articles/the-participant-profile-user-guide-E1Op1PkTRG) [The Participant Profile 576x324](https://support.caremaster.com.au/api/attachments.redirect?id=c5b5594b-ea81-4db0-8212-3e839601d00c) [Online Resource - The Worker Profile](https://support.caremaster.com.au/articles/user-guide-staffvolunteers-AZfxZw80sX) [1.22 576x324](https://support.caremaster.com.au/api/attachments.redirect?id=9a419a17-c1ac-4ff2-b51b-5f58453c2a4c) Here are some additional Online resources to assist you in this module: [What Access does Worker / Coordinator / Administrator have?](https://support.caremaster.com.au/articles/what-access-does-each-user-level-have-52qGDLaRTT) [What do the Access Permissions mean](https://support.caremaster.com.au/articles/what-do-the-access-permission-roles-mean-83uaXKMR06) ## The Fourth video group is Onboarding Session 1.3 - Basic Rostering. These videos will show you how to create supports for your Participants and allocate Workers including Travel inputs. They outlines the process for creating Recurring patterns for long term planning and generating Group supports for multiple workers or Participants. This includes some Action Item’s to be completed before proceeding onto the next onboarding session. | **Onboarding Session 1.3** | **Duration** | |----|----| | Supports All Menu Part 1 | 1:30 | | Creating a New Support Part 2 | 4:51 | | Create a Recurring Support Part 3 | 2:47 | | Editing a Recurring Support Part 4 | 2:34 | | Creating a Group Support Part 5 | 3:00 | | The Roster Menu Part 6 | 2:47 | [Online Resource - Supports Menu](https://support.caremaster.com.au/articles/supports-menu-user-guide-yxmWHxlRUP) [ 576x324](https://support.caremaster.com.au/api/attachments.redirect?id=299a0420-c221-4f4a-898e-d031f264a9cd) [Online Resource - Creating a new Support](https://support.caremaster.com.au/articles/user-guide-how-to-create-supports-Tye7ai1R5P) [ 576x324](https://support.caremaster.com.au/api/attachments.redirect?id=c879cbcc-8608-4759-9210-47327811b5c1) [Online Resource - Creating and Editing a Recurring Support](https://support.caremaster.com.au/articles/creating-and-editing-a-recurring-booking-cv5fqrthY8) [ 576x324](https://support.caremaster.com.au/api/attachments.redirect?id=b1757edc-a398-45f1-bdbf-9f0b5f9cc58c) [ 576x324](https://support.caremaster.com.au/api/attachments.redirect?id=d254e584-fb29-429e-9429-83b2238f0f9c) [Online Resource - Creating a Group Support](https://support.caremaster.com.au/articles/group-supports-cNbHN9CFgO) [ 576x324](https://support.caremaster.com.au/api/attachments.redirect?id=8b780a8d-0ea2-4914-9a0c-8d5ab68728fd) [Online Resource - The Roster Menu](https://support.caremaster.com.au/articles/roster-page-user-guide-BgiXmmSp35) [ 576x324](https://support.caremaster.com.au/api/attachments.redirect?id=fe7d97a8-2d1b-431e-b790-440967c22842) ## [Click here to return to the Guided-Onboarding main menu ](https://support.caremaster.com.au/articles/self-onboarding-guides-GRnYmfUU5i)