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Care2Comply

How should this support worker get access?

Email signup Sends an invitation to create a full portal account. Training link No signup, email, or password required. Profile only Add an administrative record without giving access yet.

Email Address * Required. The worker will use this email to create their portal account.

Assign Roles (Optional) Select one or more roles, then choose whether each role should start with initial or annual training.

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Upload CSV or Excel File

Drag and drop your file here, or click to browse

Supported formats: CSV, Excel (.xlsx, .xls)

Accepted file formats

Use headers in one of these formats. Blank or initial means initial training, annual means annual training, and backdate skips new assignments. Add a completion date column when backdating. Add supplemental training by name when a role has supplemental options.

email,role,training_type,supplemental_training,backdate_date
jane@agency.com,PCA,annual,
jane@agency.com,Waiver,initial,Waiver Services Intensive
jane@agency.com,Waiver,backdate,,2025-01-15

email,role_1,training_type_1,supplemental_1,backdate_date_1,role_2,training_type_2,supplemental_2,backdate_date_2
jane@agency.com,PCA,annual,,,Waiver,initial,Waiver Services Intensive,

Agency Invite Lookup Link

If support workers were already invited and some cannot find the email, share this same agency-specific link so they can look up their existing invite by email and continue to the normal signup page.

Current Role Training Mappings

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Upload CSV or Excel File

Drag and drop your file here, or click to browse

Supported formats: CSV, Excel (.xlsx, .xls)

Recommended CSV/Excel Structure

Required Columns:

Name - Use either "Name" (full name) OR "First Name" + "Last Name" columns
Client Types - See multiple client types format below
Intake Dates - See multiple client types format below. Each client type must have a corresponding intake date.

Multiple Client Types Support

Clients can have multiple client types, each with its own intake date. Structure your data using one of these formats:

Option 1: Comma-Separated Format

                                            Client Types: "Personal Care, Waiver Services, Respite Care"
                                        
                                            Intake Dates: "2025-01-05, 2025-02-10, 2025-03-15"

Order matters: first type matches first date, second matches second, third matches third, etc.

Option 2: Numbered Columns Format

                                            Client Type 1 | Intake Date 1 | Client Type 2 | Intake Date 2 | Client Type 3 | Intake Date 3
                                        
                                            Personal Care | 2025-01-05 | Waiver Services | 2025-02-10 | Respite Care | 2025-03-15

Use separate columns for each client type and its corresponding intake date. Continue numbering for additional client types.

Option 3: Client Type Yes/No Columns

                                            Client Name | Basic Waiver | Basic Waiver Intake Date | CFSS | CFSS Intake Date
                                        
                                            John Smith | Yes | 01/05/2026 | Yes | 01/05/2026

Use one column for each client type and a matching "[Client Type] Intake Date" column. Yes, Y, X, 1, or a filled intake date assigns that type; No leaves it unassigned.

Email *

Name *

Title Shown next to their name in reviewer and team lists.

Account Setup *

Invite them to create their own password Set a temporary password for them

Temporary Password *

Team Member Type

Choose a saved type to apply linked, read-only permissions, or keep this person custom.

Permissions * Custom · editable

Choose a permission level for each category. View access is included automatically whenever a category is enabled. Expand Included actions to preview what a level grants, or pick Custom to choose actions individually.

Agency Designations

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Current Review Administrators Loading...

Set this person as the Training Administrator Add this person as a Review Administrator

Admin-created accounts are updated immediately. Invited team members are updated after they accept the invite and create their account.

Team members only see the categories you enable here. Limited matches the previous default team access; Full expands capabilities within each area.

Name *

Title

Email Email changes for pending invites are handled from the Actions column.

Status

Role

Team Member Type

Choose a saved type to keep this member linked to its permissions.

Permissions * Custom · editable

Choose a permission level for each category. View access is included automatically whenever a category is enabled. Expand Included actions to preview what a level grants, or pick Custom to choose actions individually.

Designations

Agency-wide roles, separate from the permissions above. A member can hold both, one, or neither.

Changes update what this team member can see and use the next time their account loads.

Agency Template Name *

Description

Template Designation If set, self-serve onboarding can automatically match this template for agencies with the same designation.

Active Inactive templates are hidden from agency signup.

Agency attention dashboard Off by default. Agencies created with this template receive the dashboard only when this is checked.

Standalone Courses

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Categories

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Client Types

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Review Categories

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Roles

No roles added yet

Document Templates

No document templates added yet

Create New Course

Course Elements

Section Heading Click or drag to add

Text Block Click or drag to add

YouTube Video Click or drag to add

PDF Document Click or drag to add

Image Click or drag to add

Quiz Question Click or drag to add

Course Details

Course Title *

Description *

Standalone course Mark as standalone if this course doesn't fit into a category (e.g., one-off training). Can be individually assigned to support workers. Select categories below instead if it belongs to a training category.

Categories

Select one or more categories, or leave empty for standalone courses

Hours

Minutes Optional - Enter hours and/or minutes (e.g., 2 hours 30 minutes or just 45 minutes)

Completion Backfill

Mark this course complete for assigned support workers using a category-based date or one selected date.

First completion in category For each assigned support worker, use their earliest completion date from another course in the selected category. One date for assigned support workers Pick a date and mark this course complete for everyone currently assigned to this course.

Reference Category Select which category should provide the reference completion dates.

Update existing completion dates for this course

Course TXT Tools

Import new slides or update text in the loaded course from a structured .txt or .md file.

Build slides format

Course Title -> Support Worker Safety Basics
Course Description ->
A short summary of what this course covers.
This can be more than one line.

Course Duration -> 25 min

Slide
Section Heading -> Introduction

Text Block
Headline -> Why this matters
Content ->
Paste the paragraph content here.
Blank lines are okay inside content.

YouTube Video
YouTube URL -> https://www.youtube.com/watch?v=VIDEO_ID

Quiz Question
Question -> What should the support worker do first?
Option -> Call a friend
Option* -> Check the care plan
Option -> Leave the home
Guidance 1 -> Think about the approved instructions for this person.
Guidance 2 -> Look for the documented plan before improvising.
Guidance 3 -> Choose the action grounded in the care plan.

Slide
Text Block
Headline -> Next topic
Content ->
The next slide starts here.

Use Option* -> for the correct quiz answer, or add Correct Answer -> 2 after the options. Add up to three numbered Guidance lines for progressive feedback after incorrect attempts.

Update Existing Course

Target text fields, quizzes, and explicit slide/element adds or deletes without replacing media or files.

Update format

Course Title -> Updated Course Title
Course Description ->
Updated summary text.

Course Duration -> 1 hr 30 min

Slide 1
Section Heading 1
Heading -> Updated section heading

Text Block 1
Headline -> Updated headline
Content ->
Updated paragraph content.

Slide 2
Quiz 1
Question -> Updated quiz question?
Option 1 -> Updated first answer
Correct Answer -> 1
Guidance 1 -> First hint shown after the first incorrect attempt.
Guidance 2 -> More specific hint shown after the second incorrect attempt.
Guidance 3 -> Final hint shown on the third and later incorrect attempts.

Slide 3
Add Slide
Add Section Heading
Heading -> New section

Add Text Block
Headline -> New headline
Content ->
New slide text.

Add Quiz
Question -> New quiz question?
Option 1 -> First answer
Option 2 -> Second answer
Correct Answer -> 2

Slide 4
Delete Text Block 2
Quiz 1
Add Option -> Third answer
Delete Option 1
Correct Answer -> 2

Slide 5
Text Block 2
Headline -> [clear]

Omit fields to leave them unchanged. Use [clear] to intentionally clear a supported text field. For quizzes, place Guidance 1, Guidance 2, and Guidance 3 below the targeted quiz; Hint 1 through Hint 3 are also accepted. Guidance is shown progressively after incorrect attempts and does not reveal the correct answer. Add/delete commands must be explicit. Text, section, and quiz elements can be added from TXT; media/file elements should still be added in the builder. Use the Update Template button to generate a targeted file from the loaded course.

Course Slides

0 slides

Click "Add Slide" to start building your course

Role Name *

Description

Initial Category Library Mappings Select one-time Category Library items that should be required for this role.

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Supplemental Category Library Options Select supplemental categories agency admins can choose per support worker during invite.

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Available Category Library Options Select extra categories support workers can access without marking them required.

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Annual Category Library Families Select annual training families from the Category Library.

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Forms/Documents Upload PDF forms and configure mapped training fields against this Role Library item.

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