You can use the Charts tab to view, manage, and track all chart activity for each resident. This guide gives an overview of the charts dashboard, chart types, the charts library, and additional actions available to users with permissions.
Access charts
Go to the Residence tab.
Click the Charts tab to open all charts for the resident.
Charts dashboard overview
The dashboard shows the status of all charts:
In Use – charts currently active
Continuous Charts – long‑term monitoring (e.g., weekly weight)
Active Charts – acute monitoring (e.g., wounds)
Completed Charts – finished charts (e.g., healed wounds)
Archived Charts – old charts stored for reference
Chart types explained
Continuous charts – ongoing monitoring, such as weight
Active charts – short‑term, focused monitoring like wound care
Completed charts – monitoring finished once the condition is resolved
Archived charts – no longer active and hidden from main lists
Use the charts library
In the charts library, you can:
Search charts by keyword
Filter by status
Sort charts by time range
Open and review specific charts
Chart details displayed
Each chart shows:
Chart name
Last person to update it
Assigned designation
Chart status
Assigned location
Last updated date
You can also choose how many charts appear per page.
Additional actions (permissions required)
Strike through a chart entry
Click Strike Through on the entry.
Enter a required reason.
The entry stays visible for auditing, but is marked with a line, and the reason is added to the chart notes.
Copy a chart entry
Managers can copy an existing entry to the next observation. This creates a duplicate entry with updated dates.