How to Rename a Team

Team names in CAREFUL help identify clinical units across your organisation. You can rename a team at any time to reflect changes in your service structure or to improve clarity for staff members.

Required permissions: You must be either:

• The Team Owner of the team you want to rename, OR
• An Organisation Administrator

1. From the sidebar, click Teams to expand the team list.

2. Click on the name of the team you want to rename. The team view opens showing the Patients tab by default.

3. Click the kebab menu (⋮ three vertical dots) in the top-right corner of the screen.

4. From the dropdown menu, select Rename team. A dialog box titled "Rename Team" appears.

5. In the Team Name field, you'll see the current team name pre-filled. The cursor automatically focuses in this field.

6. Type the new team name. The team name must be unique within your organisation and cannot exceed 100 characters.

7. Click the Submit button. The button shows a loading indicator whilst the change is being saved.

8. The dialog closes automatically when the rename is complete. You'll immediately see the new team name displayed in:

   • The team view header
   • The Teams accordion in the sidebar
   • All patient lists and referrals associated with this team

To cancel without saving, click the ✕ (close) button in the top-right corner of the dialog at any time.

• Choose descriptive names: Team names appear throughout CAREFUL in patient lists, handovers, and referrals. Clear team names help staff quickly identify the right care team.

• Unique names required: If you try to use a team name that already exists in your organisation, you'll see a validation error below the Team Name field. Simply choose a different name and resubmit.

• Immediate updates: The new team name appears instantly across all views for all users -- no need to refresh the page or log out.

• No confirmation message: CAREFUL doesn't show a success notification after renaming. The immediate update of the team name throughout the interface confirms the change was saved successfully.