Sign in: open Cura in your browser → Email address + Password → Sign in.
Forgot it? → Forgot password? → check your email → Update password.
Sidebar: Dashboard · Clients · Workers · Timesheets · Settings (admins).
Items with a Soon badge are not in this release.
Top right user menu: My Profile · Notifications · Sign Out.
| I want to… |
Do this |
| Find a client |
Clients → type in Search clients by name… (filters: type, status) |
| Add a client |
Clients → Add Client → pick type (Aged Care / NDIS / DVA / Private) → follow the steps → Create Client & … Record |
| Upload a document |
Client profile → Documents tab → + Add Document → choose file, name, type → Upload Document |
| Log a phone call/visit |
Client profile → Monitoring tab → choose Type, date, summary → save |
| Report an incident |
Client profile → Monitoring tab → incident form (title, type, severity) |
| Add a goal |
Client profile → Goals tab → title + description → save |
| Enrol in Support at Home |
Aged-care client profile → Enrol in Support at Home → 3 steps → Enrol Participant |
| I want to… |
Do this |
| Add a worker |
Workers → Add Worker → name, email, employment type → Add Worker |
| Start onboarding |
Worker profile → Start Onboarding → check email, role, items, deadline → Send onboarding invite |
| Chase a slow worker |
Worker profile → Onboarding card → Send reminder (or Resend full link) |
| Verify a credential |
Worker profile → item showing Awaiting verification → Verify → pick how you verified → Verify |
| Enter a credential myself |
Worker profile → Satisfy on the item → details + verification → Satisfy & verify |
| Check rosterability |
Worker profile → Rostering compliance card → Rosterable / Not rosterable + what’s outstanding |
| Add training |
Worker profile → Training tab → Add training record → Save training record |
| I want to… |
Do this |
| Create a timesheet |
Timesheets → New Timesheet → set pay period → + Add Row per shift → Submit Timesheet (or Save Draft) |
| See what needs approval |
Timesheets → Pending tab |
| Approve |
Open the timesheet → check hours → Approve |
| Reject |
Open the timesheet → Reject → type the reason → Reject Timesheet |
| I want to… |
Do this |
| Update org details |
Settings → Organization Profile → edit → Save Changes |
| Add a staff login |
Settings → Team Members → Invite Member → email, name, role → Send Invite |
| Add a service / rate |
Settings → Services Catalogue → Add service → name, funding sources, rate → Save service |
| Build a form |
Settings → Form Library → Create Form (or Import with AI to extract from pasted text) |
| Set worker requirements |
Settings → Worker Requirements → baseline + per-role items |
| Change the theme |
Settings → Appearance → adjust → Save to organisation |
| Change my password |
User menu → My Profile → Change Password → Update Password |
Stuck? Check the Troubleshooting section of the relevant help page first.
Error messages tell you what to fix - read them before retrying.
Roles: Administrator = everything · Provider Admin = operations · Staff Member =
own schedule, timesheets and account.
