Staff

The next tab in the People area is the Staff list. This is set up in the same way as the User list.

Adding Staff Members: Staff Members can be manually created in the system or automatically imported using external authentication methods.

Filter Staff Members: You can filter the staff list by part or the entire staff name.

Active and Inactive: This is the default list of active staff. Click Inactive to view the list of inactive staff.

Pager: The list is grouped to show 15 staff at a time. Use the arrows to navigate through the list.

Name: Click the header and the staff list will sort alphabetically.

Profession: Click the header and the staff list will sort alphabetically.

City/Town: Click the header and the staff list will sort alphabetically.

Last Authenticated: This is the last time the staff member logged in. Click the header and the list will sort by the date.

Name: Click the name to open the staff details. This will display the account details, what Centres of Care are assigned, what users have this staff member assigned, what roles are assigned to the staff member and the staff history.

Create Staff

Note: Due to the introduction of a new User & Staff Member creation ‘wizard’ in Care Partner 2022.1, creation of Staff Members within the Staff section of the Administration area will not normally be a requirement - as new Staff Members will be created at the same time as creating new Users.

If there is a reason that you need to create a Staff Member separately from the User & Staff Member creation wizard, you can follow the steps below.

To add a Staff Member to the system, navigate to the Staff tab, select the plus icon and click Add Staff Member.

You will be presented with the New Staff Member screen, where you can enter all relevant information about the Staff Member. Fields marked with a * are mandatory.

Click Add Staff Member at the bottom of the screen when you have entered all relevant information. This information can be edited at any time. The new Staff Member will now be available in the Staff list.

Importing staff members option

You can import a .csv file with a list of Staff Members and Users. Click Import Staff Members.

Drag and drop the file or browse for the .csv file and click Import Staff when ready.

Assigning Staff to Centres of Care

Note: Again, due to the introduction of a new User & Staff Member creation ‘wizard’ in Care Partner 2022.1, assignment of new Staff Members to Centre(s) of Care will not normally be a requirement - as new Staff Members will be assigned to Centre(s) of Care when they are created at the same time as creating new Users.

But if the Centre of Care assignment for a Staff Member needs to change in the future, you can follow the steps below to add/remove assigned Centre(s) of Care.

Staff Members should be assigned to one or more Centre(s) of Care before they can be used in Care Partner. They will not see any forms related to a specific Centre of Care they have not been assigned to. Centre of Care assignment should be set up based on your organisation’s permissions. For example, a Centre of Care solely focused on children or young people with special educational needs which only members of the team working with those children or young people have access to.

To assign a Centre of Care, select the Staff Member from the Staff list to open the edit screen and then click the Centres of Care tab.

Click USE to the left of the relevant Centre of Care to assign or unassign the Staff Member.

The ≡ menu gives you the options to quickly assign or unassign all Centres of Care. You can also quickly filter the lists by using the All, Assigned and Unassigned buttons.

If the Centre of Care is not currently on the system, you can add this in the Centres of Care tab (see guidance on Centres of Care).

You can also assign Staff to a Centre of Care by accessing the following menus: System Management > Centres of Care > Select a Centre of Care > Staff. This is useful when a new Centre of Care has been created and a number of Staff Members need to be assigned at the same time.

Assigning Staff to Users

Note: Again, due to the introduction of a new User & Staff Member creation ‘wizard’ in Care Partner 2022.1, assignment of new Staff Members to Users will not normally be a requirement - as new Staff Members will be assigned to Users when they are created at the same time as creating new Users.

But if the User assignment for a Staff Member needs to change in the future, you can follow the steps below to add/remove assigned Users.

Staff Members should be assigned to a User before they can use Care Partner. To do this, select the Staff Member from the Staff list to open the edit screen, and then click the User tab.

Click USE to the left of the relevant User to assign or unassign them to the Staff Member.

The ≡ menu gives you the option to quickly assign or unassign all Users. You can also quickly filter the Staff Member list by using the All, Assigned and Unassigned buttons.

If the User is not currently on the system, you can add them as described previously.

Assign Staff Roles

Note: Again, due to the introduction of a new User & Staff Member creation ‘wizard’ in Care Partner 2022.1, assignment of each new Staff Member to a Role will not normally be a requirement - as new Staff Members will be assigned to Roles when they are created at the same time as creating new Users.

But if the Role assignment for a Staff Member needs to change in the future, you can follow the steps below to add/remove assigned Roles.

Roles are intended to broadly represent business roles within the area the system is being used. Roles are assigned to staff members. Role name examples include Basic Access, 1st Level Admin, or 2nd Level Admin.

If Advanced Security has been turned on and Roles have been created in the Security area of the Admin module, you can assign Roles to staff.