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Organisation settings and the activity log

The organisation name, the default review period and who did what.

For: Administrators · About 3 minutes to read · Checked 14 Nov 2026

Two small pages of administration: the organisation's name and defaults, and a record of what has been done.

Who can do this: Administrators only.

Organisation settings #

Open Settings.

The settings page: the organisation name and default review period on the left, the Care Core box on the right, and the recent activity below. (opens a larger view)
The Settings page. (Sample data. Select the picture to enlarge it.)
Name
Your organisation's name, shown on reports and on the settings page.
Default review period for new policies (months)
From 1 to 60. Each new policy starts with this review period, which you can change per policy. It does not change policies that already exist.

Press Save.

Care Core #

The Care Core box is described in Connecting Care Core.

Recent activity #

Under the settings is a table of the last 25 things done: when, who and what. It is a short, readable trail, not a full audit export.

Examples of what the activity log records
What you might seeMeans
policy.published: Medication (1.1)Someone published version 1.1 of Medication.
policy.new_version: Medication (draft after 1.0)Someone started a new draft.
policy.reviewed: Complaints (no change)Someone marked it reviewed.
policy.read_recorded: Medication (user 14)A manager recorded a reading for a person.
staff.role: Jo Reid (manager)An administrator changed Jo's role.
care_core.connectedCare Core was connected.
  • The log records who and what, not the text of policies or the answers to questions.
  • It also records sign-ins (by link or password), and what people confirmed.
  • Entries are kept with the organisation's records.

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