Maintain one policy library
Everyone can see the current version, and old copies are removed when guidance changes.
Care & support teams
Document storage for care and support teams
Keep operational policies, procedures, templates and training resources available to your team, with a clear approach to what belongs where.
Get started free
The challenge
Why files get messy in care
Care and support organisations depend on people following current guidance, often across several sites and shift patterns. Policies, templates and training resources need to be easy to reach. At the same time, confidential records need much more careful handling, so being clear about which information goes where is essential.
What to keep here
Documents teams typically store
- Operational policies and procedures
- Blank forms and templates
- Training resources
- Rotas and on-call guidance documents
- Inspection preparation materials
- Company insurance and registration documents
In practice
How Orbis Drive helps
Separate sensitive material
Use different workspaces for different audiences, as all members can see everything in a workspace.
Support every shift
Team members can reach documents from a browser at any time of day.
Getting started
Set up in an afternoon
- 1
Create your free workspace
Use a business email address and verify it. Five gigabytes is a good size for trying things out.
- 2
Agree your folders
Sketch the top-level structure with your team before moving anything.
- 3
Move the most-requested files first
Do not attempt a complete migration on day one. Begin with what people ask for most.
- 4
Invite your team
Create an invitation per person and let them know where to find things.
Questions
Frequently asked questions
Is there a charge for each staff member?
No. Plans are priced per workspace and all members share its storage.
Do staff have to install anything?
No. They sign in with a modern web browser, including on a phone.
Can we keep some documents restricted?
Use a separate workspace for restricted documents, because everyone in a workspace can see all of its files.
Related
Features that help most
Make room for organised work
Build a folder structure that matches how your business runs, by project, customer or department, so everyone looks in the same place.
Learn more →Share a file. Keep control.
Send a link instead of an attachment. Choose how long it lasts, add a password if you need one, and revoke it when the job is done.
Learn more →One account. Separate workspaces.
Keep each business or team in its own private space, with its own files, members and storage, and move between them from a single login.
Learn more →