Sandata Agency Management 17-Staff Position Window
The General section on the Staff Position window displays the basic information about the position.
|
Field |
Description |
|---|---|
|
Code |
Use this field to enter the position code. |
|
Name |
Use this field to enter the position name. |
|
Description |
Use this field to enter the position description. |
|
Custom Code |
Use this field to enter a position specific code if available. |
|
Field Staff |
Select this checkbox to indicate that this position is field staff and allows them to be scheduled. |
|
Office Staff |
Select this checkbox to indicate that this position is office staff. |
|
Registered Nurse |
Select this checkbox to indicate that this position is a registered nurse. |
|
Disallow user accounts for this position |
Select this checkbox to disallow user accounts to be associated with the position. |
The Compliance tab on the Staff Position window displays the compliance items associated and the compliance items that can be added to a position.
|
Field |
Description |
|---|---|
|
Name |
Displays the name of the compliance item. |
|
Restricted |
Select this checkbox to indicate that this compliance item is restricted. If a staff member is out of compliance they receive a warning and need a manager override to be scheduled. |
To remove an out of date or invalid compliance item:
It is 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To remove an invalid or out of date service item:
The Documents tab on the Staff Position window displays the documents that are available with the position.
|
Field |
Description |
|
Name |
Displays the name of the document. |
|
Required? |
Select this checkbox to indicate that the document is required. |
|
Grouped? |
Select this checkbox to indicate that the documents are grouped. This moves this out of the Documents tab to its own tab, on the staff profile, names after the document. |
Removing a compliance document does not remove existing items, it only prevents them from being added in the future.
To remove an invalid or out of date document:





























