{"id":869,"date":"2015-01-30T21:02:42","date_gmt":"2015-01-30T21:02:42","guid":{"rendered":"https:\/\/roxysoftware.com\/?page_id=869"},"modified":"2017-03-29T00:45:46","modified_gmt":"2017-03-29T00:45:46","slug":"staff-role","status":"publish","type":"page","link":"https:\/\/roxysoftware.com\/?page_id=869","title":{"rendered":"Staff Role"},"content":{"rendered":"
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Staff Role<\/h3>\n

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Use the Staff Role<\/strong> record to identify the employee\u2019s role for the client.\u00a0 Entering this record will add the client the employee’s My Clients<\/strong> list.<\/p>\n

To enter a new Staff Role record:<\/p>\n

1.\u00a0 Open the client file, go the History section, and select the Create button to access the New History Item Helper.<\/p>\n

2.\u00a0 Select Staff Role, and select the related Create button to create a new record.<\/p>\n

3.\u00a0 Use the fields provided to identify the staff person and their role.<\/p>\n

4.\u00a0 When you are finished, save and close the record.<\/p>\n

Once the staff person’s role for the client comes to an end, open the record and uncheck the Current Staff<\/strong> Role checkbox; this will bring the End Date<\/strong> field into view so you can enter the date the staff role ended.<\/p>\n

Tip:\u00a0<\/strong> you can enter multiple staff role records for a client, in order to show multiple workers, change in assigned worker, or a change in the assigned worker’s role.\u00a0 Multiple records will allow you to keep an accurate history of all staff role assignments.<\/p>\n\n\t\t<\/div>

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Continue to Assessment<\/strong><\/a><\/p>\n

Back to Table of Contents<\/strong><\/a><\/p>\n\n\t\t<\/div> \n\t\t<\/div>

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