Key Points
The Staff Section holds all the records for each staff member and lists all staff you have access to. Select View next to a staff member to open their profile.
You can filter the list by status: active, applicant, referral, inactive and archived. The archived status is used in place of deleting records completely.
Inside a staff record, the search bar lets you find other staff without going back to the table view, and you can change the Area the record is saved in.
The record icons let you print the record, generate a PDF copy, or send a PDF copy to an external email or to users in the system.
Further icons show record access, record revisions, record permissions and the Team Manager for that staff member.
The staff section is where you can find all records pertaining to a staff member. Here you will be able to see all staff that you have access to.
Navigation
You can filter this list to show the staff with different status', These being; active, applicant, referral, inactive and archived. The archived status is used in place of deleting records completely.
When you select view, you will be taken to that staff profile.
Record status
This indicates the status of the Primary Record, selecting the button will allow you to select one of several system options which cannot be edited.
The available options are:
Active
Inactive
Applicant
Referral
Archive -This option will ‘hide’ the client from the roster.
These options will allow for advanced filtering using lookups which will be covered in the form management chapter.
Searching, Areas and record actions
- This search bar will allow you to search for other staff more easily without needing to return to the table view.
- This is site the record has been saved in, it will allow you to change the selected area:
Remember - This list will only show the areas you have access to view.
- These Icons will allow you to:
Print -Allows you to print the record
View PDF - Generates a PDF copy of the record
Send Record - Allows you to send a PDF copy of the record to either an external email, or if the internal option is selected will allow you to choose from a list of users in the system.
Tabs and record icons
- These are the different tab you can switch between to see different forms.
- These Icons represent the record access, record revision, record permission and team manager respectively.
Record access will allow you to easily see who has viewed this record and a simplified version of the user logs of what actions have occurred.
Record Revision will allow you to view and report on changes made to the record. We cover this in greater detail in our Security chapter.
The Record Permissions will let you know exactly who can view the record, with the legend indicating where they have been either allowed or denied access.
Using the Team Manager you can view a staff members managers / their team, as well as adding new people to these lists. This will be covered in more detail in our Security chapter.
