Demo Setup / Test Workflow

CareVerity ECM & Care Compliance System with CareVerity Training Academy.

Demo Registered Manager

Registered Manager demo role view

Test Workflow / Demo Setup

Create a dummy service user, dummy staff member, call package, shifts and allocation so the full CareVerity workflow can be tested safely.

Fake demo data only

Test provider

Ready

Test staff created

Ready

Test service user

Ready

Test calls created

Pending

Rota published

Training workflow

Ready

Full Demo Test Workflow

Run the full fake service user, staff, rota, mobile visit, Live ECM and export journey in order. All records are fake demo data only.

Demo mode active. Do not enter real staff or service user data until production database, login, role permissions, audit logs, backups and tenant separation are enabled.

Open Staff Visit View

Service user

Ready

Staff member

Ready

Call package

Pending

Allocation

Pending

Visit status

Not created

Check-in

Pending

Check-out

Pending

Visit note

Pending

Export preview

Not exported

Audit entries

UAT permanent visits

0 Sarah / Mary visits

UAT emergency visit

Pending

Launch companies

Not seeded

Launch messages

Not seeded

Launch tasks

Not seeded

Tenant audit

Pending

Open Rota Open Live ECM Board Review Export Preview Open Sarah Mobile Visit Open Ahmed Emergency Visit

Additional demo actions

Legacy test buttons are kept for wider ECM test coverage with existing demo records.

Open Live ECM Board Open Training MatrixView Staff File View Client File View Rota View Certificate Register View Training Academy View Mobile Carer App

Create Dummy Service User

Default fake record for testing client files, rota, Live ECM and mobile visit screens.

TitleFirst nameLast namePreferred nameDate of birthAddressPostcodePhone numberNext of kin nameNext of kin phoneGP nameNHS number placeholderFunding sourceService typeRisk levelLiving aloneDementiaChallenging behaviourMental healthKey safe locationKey safe codeAllergiesMedical historyLikes and dislikesCommunication needsMobility needsMedication support required

Create Dummy Staff Member

Default fake carer record with allocation-relevant compliance and skills.

TitleFirst nameLast namePreferred nameJob titleStaff roleMobile numberEmailAddressPostcodeDate of birthNational Insurance placeholderDBS statusDBS dateRight-to-work statusTraining statusSkills/competenciesAvailabilityWorking areaStaff status

Create Service User Calls / Package

Default package creates morning, lunch, tea and bed calls for the dummy service user.

Call type	Start	End	Carers	Required skills	Risk	Visit instructions
Morning Call	08:00	08:45	Single carer	Medication support, moving and handling	High	Support with personal care, breakfast and medication prompt
Lunch Call	12:30	13:00	Single carer	Meal support, hydration	Priority	Prepare lunch and record food/fluid observation
Tea Call	17:00	17:30	Single carer	Meal support, dementia awareness	Priority	Prepare tea and check wellbeing
Bed Call	21:00	21:45	Double-up optional	Moving and handling, personal care	High	Evening routine, continence support and safety check

Recurrence: daily

Start date: 18 May 2026

End date: ongoing or selected range

Funding source: Local Authority

Create Shift & Allocate Staff

Use these buttons to simulate a one-day, two-week or one-month allocation and then publish the test rota.

Service userCall typeDurationRecurrenceCare Worker 1Care Worker 2

View in Rota View in Live ECM View in Staff Mobile App

Allocation checks shown in this prototype: staff availability, annual leave, training compliance, DBS/right-to-work, rota conflict, overtime, travel, service-user preference/exclusion and high-risk review.

Reset Demo Data

Only the dummy workflow state is reset. Other CareVerity demo data stays untouched.

Demo setup audit log

Every test workflow action creates a demo audit entry.

Action	Status	Detail	Date/time
Dummy service user created	Pending	Demo Service User 101	15 May 2026 09:00
Dummy staff created	Pending	Demo Care Worker A	15 May 2026 09:03
Call package created	Pending	Morning, lunch, tea and bed calls	15 May 2026 09:06
Shift created	Pending	Morning Call 08:00 - 08:45	15 May 2026 09:09
Staff allocated	Pending	Demo Care Worker A allocated	15 May 2026 09:10
Allocation made permanent	Pending	Permanent regular carer for selected calls	15 May 2026 09:11
Allocation made temporary	Pending	Temporary cover allocation	15 May 2026 09:11
Rota published	Pending	Test rota published and staff notification placeholder sent	15 May 2026 09:15
Training course created	Pending	Safeguarding Adults Awareness demo course	15 May 2026 09:18
Training assigned	Pending	Course assigned to Demo Care Worker A	15 May 2026 09:19
Training completed	Pending	Video marked watched, materials acknowledged and demo quiz passed	15 May 2026 09:21
Certificate generated	Pending	Certificate saved to staff file and Training Matrix updated	15 May 2026 09:22
Demo test data reset	Pending	Only this page's test state reset	15 May 2026 09:20