Staff Role
Use the Staff Role record to identify the employee’s role for the client. Entering this record will add the client the employee’s My Clients list.
To enter a new Staff Role record:
1. Open the client file, go the History section, and select the Create button to access the New History Item Helper.
2. Select Staff Role, and select the related Create button to create a new record.
3. Use the fields provided to identify the staff person and their role.
4. When you are finished, save and close the record.
Once the staff person’s role for the client comes to an end, open the record and uncheck the Current Staff Role checkbox; this will bring the End Date field into view so you can enter the date the staff role ended.
Tip: 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. Multiple records will allow you to keep an accurate history of all staff role assignments.