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After clicking on the link icon, Search field will pop-up. Put in the name of the worker to be assigned in the Search field and select the name once listed. Select the Save button once done adding workers.
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Linking Multiple Employee to the client
You can link multiple Employee to the client if you want to link several employee that will work with the client. From the client's profile, click on the link icon to open the link box.
The search box will open. Click on the search box and then click on the magnifier icon on the lower right to show all the employee's record.
A page will open. You can click on the box besides the ID tab to select all the clients or you can select several employee to be linked to the client by using the ctrl or shift key. Once done, click on the select button.
The employees that has been selected will now be linked to the client.
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Removing worker rosters from a client
In the Client information form, under the Care Workers information, Slide the horizontal slide bar to the right and select the Remove Link Button that corresponds to the worker to be removed in the Rosters
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For assigning multiple workers, just select the Link Icon again and repeat the process |
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