Carey Group

Tools can be assigned to clients in three different ways:   From a client’s “Manage Client Assignments” page.   Click the “Manage Clients” link from ...

When you assign a tool to your client, they receive an email or text message letting them know.  The text or email contains a direct link to access the too...

Accessing Submitted Assignments After a Client completes an assignment, an email will be sent to you notifying you that the assignment/tool is ready for re...

Accessing Submitted Assignments After a Client completes an assignment, an email will be sent to you notifying you that the assignment/tool is ready for re...

Yes, you may assign as many tools to your client as you wish.  However, it is recommended that you do not assign more than two assignments at one time.  

You can monitor the completion status of assigned tools by: Clicking the “Client Assignment Status” tile on your Dashboard. The title for and number insi...

Yes, tool assignment reminders can be sent to your clients from the “Client Assignment Status” page and from the “Tools in Progress” section of a client’s “...

Yes, when assigning a tool, you can select to assign the whole tool at one time or a part of a tool.   When you assign a tool in parts, the system will prom...

Yes, an accidental tool assignment can be deleted: On the client’s “Manage Client Assignments” page, locate the “Tools in Progress” section and click the ...

Yes, when a client completes an assignment, an email will be sent to you notifying you that the assignment/tool is ready for review.