CareMaster

TRIPS Web

TRIPS Desktop

This guide is designed to help users navigate and effectively use the Allocations page in TRIPS Web, the central hub for managing daily planning and vehicle run allocations. From allocating bookings to vehicle runs through to updating bookings and making last-minute adjustments, the Allocations page helps ensure services are organised and ready for the days ahead.

TRIPS Web - Management and Features of the Allocation page

TRIPS Web - How to Disable Autofill in Internet Browsers

3G Network Shutdown

TRIPS Web - Application not behaving as expected

TRIPS Web - Content missing from the application

TRIPS Web - Bookings missing from Run-List

TRIPS Web - Navigating Login Hurdles

TRIPS Web - A Guide to Resolving Driver App Login Issues

TRIPS Web - 2FA Login Issues

TRIPS Web Troubleshooting Guides

TRIPS Web - How to Contact the Customer Care Team

TRIPS Web - How to Manage User Account Settings

TRIPS Web - How to Create a New Client 

TRIPS Web - Management and Features of the Client Page

TRIPS Web - Client's Notification Preferences

TRIPS Web - How to Create a Booking

TRIPS Web - How to Delete Bookings

TRIPS Web - How to Create a Group Booking 

TRIPS Web – How to Update a Client's Address and Future bookings

TRIPS Web - How to Update a Client’s Funding Type & Future Bookings

TRIPS Web - How to Create a Driver 

TRIPS Web – How to Deactivate a Driver  

TRIPS Web - Management and Features of the Driver Page

TRIPS Web - Driver Rostering Availability / Unavailability

TRIPS Web - Driver's Currently Logged On

TRIPS Web – How to Create a Vehicle 

TRIPS Web - How to setup a Vehicle Configuration

TRIPS Web – How to Allocate a Driver to a Vehicle Run / Container

TRIPS Web - How to Create a Vehicle Run / Container

TRIPS Web - Editing and Deleting Vehicle Runs / Containers

TRIPS Web - How to use the Copy Forward Feature

TRIPS Web - Auto Allocations Guide

TRIPS Web - Optimiser Console (Auto Allocation Solution Detail Page)

Trips Web - Management & Feature Dispatch Page

TRIPS Web - How to Complete Verification 

TRIPS Web – How to Create/Edit/Delete a Location 

TRIPS Web - Accessing the TRIPS Driver + App

TRIPS Web - Driver's App Guide

TRIPS Web - Driver App Pre & Post Departure Inspection Checklists

TRIPS Web - Organisation Settings - How to set up SSO & SSO Only Invites

TRIPS Web - Organisation Settings - Team Members, Roles & Permissions

TRIPS Web - Organisation Settings - Funding Types and Payers

TRIPS Web - Organisation Settings - Service Agreements

TRIPS Web - Organisation Settings - How to Create Billing Rules

TRIPS Web - Organisation Settings - How to Create a Booking Tag

TRIPS Web - Organisation Settings - Booking Service Types

TRIPS Web - Organisation Settings - Booking Reminder Notification

TRIPS Web - Organisation Settings - Cancellation Reasons

TRIPS Web - Organisation Settings - Vehicle Type Setting

TRIPS Web - Organisation Settings - Booking Settings

TRIPS Web - Services - How to complete your DEX Reporting

TRIPS Web - Services - TfNSW Reporting (ODIN)

TRIPS Web - Services - How to complete HACC Reporting

TRIPS Web - Services - How to Use the Custom Report Builder

TRIPS Web How To Guides

TRIPS Web - Self Help Content

How to Contact the Customer Care Team for Support

Updating a shift to overnight/active overnight

How to stop a service showing on the roster or being included in roster emailed to the participant.

Passwords reset and activation emails

Why am I getting kicked out of CareMaster desktop?

Why does the support on the Worker app not allow me to add kilometers?

Why am I missing timesheets?

Why are kilometers missing from a timesheet?

Error - Support start time must be before end time

CSRF token mismatch

Top Troubleshooting FAQ's

Home Page

Logging In

How To Reset A Password?

How to submit a feature request

Company Message Centre

Home

How to hide certain alerts?

Alerts User Guide

Alerts

The Participant Profile User Guide

How to Manage Participant Funding Limits

Service Agreements

User Guide: HCP Funded Participants Setup Guide

How to generate a HCP statement for a client?

How to regenerate a HCP statement after adjustments?

How to email a HCP statement to a client?

How to add an adjustment to a generated HCP statement?

How can I add HCP leave for a client?

Understanding your HCP Statement

Adding HCP Km's to a Support and a HCP Statement

HCP Subsidy Increase 01.10.2025

HCP Participant Guides

How to create a new participant or client

How to use case notes

How to change what shows on the Participant List page?

User Guide: Bulk Assigning and Unassigning of Participants and Workers

User Guide: Recording Medication Usage for Participants

How to Send SMS/Email Reminders to Clients?

How to create a new client record from a My Aged Care client record snapshot?

How to check over reported DEX data? 

What is the CHSP reporting process?

CHSP service List and Mandatory Reporting Required from 1 July 2025

CHSP Participant Guides

How to create new Agencies

Participant/Client Leave Requests

NDIS Splitting Participant funding into different Budgets

Participants

Roster Page User Guide

Locations & Destinations

Worker Data Setup

Checklist

Using The Roster Optimiser - Bulk Optimise

Participant Data Setup

Using The Roster Optimiser - Single Support

Roster Optimiser Readiness Report

Roster Optimiser

How to resolve email authentication errors when emailing?

How to Email Rosters to Workers?

How to Email Rosters to Participant?

How to customise the Roster view

Unassigned Supports - Coordinators and Vehicles rosters views

Service Organisation Roster view

Roster

How to deactivate user accounts 

User Guide: Staff/Volunteers

How do I add a new Worker?

How to change what shows on the Staff/Volunteers List page?

How to exit workers in CareMaster

What access does each user level have?

Working With Children Checks

How to Create Worker Timesheets

Changes to Worker's Emails and Password Reset

How to Send SMS/Email Notifications to Workers?

Staff/Volunteers

Supports Menu User Guide

User Guide: How to create supports

User Guide: Provider Travel and Transport - Rostering Scenario Guide

User Guide: Supported Independent Living (SIL) Setup, Rostering and Claiming process

User Guide: Short Term Accommodation (STA) Setup, Rostering and Claiming process

Transaction List Export

How to advertise / broadcast available shifts to workers?

NDIS Non Face to Face Supports

Support Display - App Data Tab

How do I bill for NDIS transport?

How to Claim / Invoice Cancelled Services?

How To Limit Support Services to Approved Services Only

How to Use the Manage Button to Change Supports?

Grouped Supports

How to restore a deleted support?

How to use 'Quick Save' on the Supports Page

How to create Provider Travel supports to invoice participants and generate worker timesheets.

Creating and editing a Recurring Booking

How do I Cancel a Support/Shift

How to create Service Organisations

Creating Therapy Supports with 50% Travel change.

Creating Supports for a different Time Zone

Supports

Support at Home – Release Update 30th October

Participant Statements to be ready by end of February

Support At Home - Implementation Updates

Connect to PRODA and Register / Activate your Device

Syncing Services and Service Organisations

Creating additional Service Organisations & Services for SaH

Sync your Participants

Review the Participants Budget Dashboard

Understanding Programs, Budget Items & Funding Sources

Bulk Exporting for Services Australia for Invoicing & Claiming

Payment Statement Upload / Reconciliation

Upload the Claims file back into CareMaster

SAH Participant Statements

Invoicing for Xero, MYOB & Export Reports

Re-Activate your Device - Expires every 6 months

Create SaH Supports including Wraparounds & Transport

Support At Home (Aged Care)

Vehicles User Guide

Vehicles

Properties User Guide

Properties

What do the Participant reports show?

Participant Reports

What do the Staff/Volunteer reports show?

How do I change the fields on the worker list report?

Worker Summary Hours Report

Worker Reports

Custom Reports for Participants and Staff/Volunteers

What do the supports reports show?

Dashboard Reports - Where do the target figures come from?

Reporting User Guide

What do the account reports show?

What do the voucher reports show?

What do the property reports show?

Worker Run Sheet Report

Admin Reports

Reporting

User Guide: Documents

Documents

Custom Incident Forms

User Guide to Printing Incidents

Incidents User Guide

Incidents

TRIPS Web - Management and Features of the Allocation page

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TRIPS Web - Management and Features of the Allocation page

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