Adding worker rosters to a client

In the Clients Menu select the Clients tab and search for the Client profile to be edited (Refer to /wiki/spaces/BS/pages/13762607 for searching a client),

Once redirected to the client's information, select the Link Icon above the Care Workers Information 

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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