CAREFUL

How to Set a Team Member On Duty

Introduction

Setting a team member on duty makes them available to receive handovers and indicates their availability to the rest of the team. When a team member is off duty, they won't receive handover requests and colleagues can see they're unavailable.

Before You Start

  • Permissions required: You must be a Team Owner, Organization Administrator, or System Administrator to set other team members' duty status. All users can set their own duty status.
  • Verification required: The team member must have verified their mobile number or email address before their duty status can be changed.

Steps

Method 1: From the Team Members Table (Most Common)

  1. From the sidebar, select My Teams
  2. Click on the team name to view team details
  3. Click the Members tab to see the list of team members
  4. Locate the team member whose duty status you want to change
  5. Click the three-dot action menu (⋮) next to their name
  6. Select either:
    • Set to ON duty (with enter icon) if they're currently off duty
    • Set to OFF duty (with exit icon) if they're currently on duty
  7. The duty status badge updates immediately to show On duty or Off duty

Method 2: From Organization Management (Administrators Only)

  1. From the sidebar, select Admin
  2. Click Manage Organization
  3. Locate the organization member in the list
  4. Click the three-dot action menu (⋮) next to their name
  5. Select Set to ON duty or Set to OFF duty
  6. The status updates immediately

Method 3: Setting Your Own Status

Option A: From Your Profile

  1. Click your profile picture or name in the top right corner
  2. Find the duty status toggle switch
  3. Click the toggle to change between on duty and off duty

Option B: When Logging Out

  1. Go to Settings from the sidebar
  2. Ensure the checkbox Also set me to off duty when I log out is checked (it's checked by default)
  3. Click Log Out
  4. You'll be logged out and automatically set to off duty

Option C: When Logging In

  1. After successfully logging in, you may see a prompt asking about your duty status
  2. Click Yes, set me on duty to be available, or No, keep me off duty to remain unavailable

Tips

  • Team members with an Off duty status badge appear with reduced opacity (40%) to make them visually distinct
  • The duty status affects mobile notification delivery - off-duty team members won't receive certain notifications
  • By default, CAREFUL automatically sets you to off duty when you log out, helping prevent missed handovers when you're not working
  • Only verified users (with confirmed mobile or email) can have their duty status changed
  • All duty status changes are recorded in the audit log for compliance tracking
  • How to handover a patient: Understanding how on-duty status affects handover availability
  • How to manage team members: Adding and removing users from your team
  • How to configure notification settings: Controlling what alerts you receive when on duty

Need more help?

Our support team is happy to help with any questions about this topic.

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