Manage System Setup for a Staff Position

To add a new compliance item to a staff position:

1. Go to the Staff Positions window under Main Menu > Admin > System Setup > Staff Positions.

2. Double click on the position needing a compliance item.

   

3. Select the Add icon.

   

4. Select the item to be added from the list.

   

5. Select the Save button.

   

To remove an out of date or invalid compliance item from a Staff Position:

1. Go to the Staff Positions window under Main Menu > Admin > System Setup > Staff Positions.

2. Double click the position that needs a compliance item removed.

   

3. Select the compliance item to be deleted.

4. Select the Delete icon.

   

5. Select the OK button.

   

6. Select the Save button.

   

To add a new service item to a staff position:

1. Go to the Staff Positions window under Main Menu > Admin > System Setup > Staff Positions.

2. Double click the position that needs a service item.

   

3. Select the Services tab.

4. Select the Add icon.

   

5. Double click the new service from the list.

   

6. Select the Save button.

   

It is a best practice to deactivate a service item but if needed a service item can be deleted from the system.

To remove an invalid or out of date service item from a staff position:

1. Go to the Staff Positions window under Main Menu > Admin > System Setup > Staff Positions.

2. Double click the position that needs a service item removed.

   

3. Select the Services tab.

   

4. Select the service to be removed.

5. Select the Ok button.

   

6. Select the Save button.

   

To add a new document to a staff position:

1. Go to the Staff Positions window under Main Menu > Admin > System Setup > Staff Positions.

2. Double click the position that needs a document.

   

3. Select the Documents tab.

4. Select Add New Document.

   

5. Select the new document from the list.

   

6. Select the Save button.

   

To remove an invalid or out of date document from a staff position:

1. Go to the Staff Positionswindow under Main Menu > Admin > System Setup > Staff Positions.

2. Double click the position needing a document removed.

   

3. Select the Documents tab.

4. Select the document to be removed.

   

5. Select the Ok button.

   

6. Select the Save button.