This page guides through the process of allocating a support worker that is not to be assigned to a client service.
Introduction
The client record is configured with a feature that enables you to identify one of more support worker(s) against the client profile that are not to be assigned to client services. Excluding a support worker from the delivery of services to the client, can arise out from a decision made either by the client or the support worker, an example may be that the client prefers males or the client smokes and the support worker has asthma.
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It is recommended that /wiki/spaces/BUG2/pages/1326055659 be maintained to document the reasons why a support worker has been assigned to the Not to Use list. |
Allocating a Care Worker that is not to be assigned to a client
To allocate a support worker to the Not To Use list observe the following steps:
Select the Clients>Clients sub-menu to open the Client List page into the browser.
Search for the Client record from within the Client list.
Highlight the Client record to be edited.
Either click on the edit button or double click on the Client record to open it within the Client form.
Click the Link Record icon above the Care Workers Not to Use data-grid to open a search field.
Input the support workers name and select from the matching name listed within the drop down list.
The Care Workers Not To Use data grid will update with the particulars of the selected support worker.
Select the Save button
Allocating multiple Support Workers to a client
To allocate multiple supports to a client observe the following steps:
Select the Clients>Clients sub-menu to open the Client List page into the browser.
Search for the Client record from within the Client list.
Highlight the Client record to be edited.
Either click on the edit button or double click on the Client record to open it within the Client form.
Click the Link Record icon to open a search field.
From the drop down list select the Advanced Search icon to open the Find screen within the browser.
To multi-select support workers that will be assigned to the client, hold the CTRL key and select the required records.
Click the SELECT button to update the Care Workers Not To Use data grid with the particulars of the selected support worker.
Select the Save button
Removing Not To Use Support Workers
To remove a support worker from the Care Workers Not To Use data grid, slide the horizontal slide bar to the right and select the Remove Link Button that corresponds to the worker. The data grid will automatically refresh.
Not To Use Support Workers assigned to a Scheduled Service
Refer to notes on support worker assignment as outlined in our Allocated Support Workers topic. Now in the event of a Support Worker that is listed within the Care Workers Not To Use data grid, being assigned to a client service either through the Schedule Board or the client schedule, the schedule board will alert you that the service can not be scheduled until the support worker assignment has been corrected.
The client service when reviewed either through the client or employee view on the Schedule Board will present the service as follows. You will observe that the shift panel is presenting as pending with an alert displayed in the top right. Hovering your mouse over the pending shift panel will present a popup listing the scheduling issue.
