Sandata Agency Management 17-Staff Position Window

The Staff Position window displays all information and settings associated with a staff position created in the system.

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.

Compliance Tab Closed

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.

Add New Compliance Items Closed

To add a new compliance item to a staff position:

Go to the Staff Positions window under Main Menu > Admin > System Setup > Staff Positions.
Double click the position that needs a compliance item.
Select the Add icon.
Select the item to be added from the list.
Select the Save button.

Remove a Compliance Item Closed

To remove an out of date or invalid compliance item:

Go to the Staff Positions window under Main Menu > Admin > System Setup > Staff Positions.
Double click the position that needs a compliance item to be removed.
Select the compliance item to be deleted.
Select the Delete icon.
Select the OK button.
6. Select the Save button.

Services Tab Closed

The Services tab on the Staff Position window displays the service tasks associated with the position. This restricts the services that Staff are allowed to perform.

Field	Description
Name	Displays the name of the service.

Add a New Service Item Closed

To add a new service item:

Go to the Staff Positions window under Main Menu > Admin > System Setup > Staff Positions.
Double click the position that needs a service item.
Select the Services tab.
Select the Add icon.
Double click the new service from the list.
Select the Save icon.

Delete a Service Item Closed

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:

Go to the Staff Positions window under Main Menu > Admin > System Setup > Staff Positions.
Double click the position that needs a service item removed.
Select the Services tab.
Select the service to be removed.
Select the Ok button.
Select the Save button.

Documents Tab Closed

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.

Add a New Document Closed

To add a new document:

Go to the Staff Positions window under Main Menu > Admin > System Setup > Staff Positions.
Double click the position that needs a document.
Select the Documents tab.
Select the Add icon.
Double click the new document from the list.
Select the Save button.

Remove a Document Closed

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:

Go to the Staff Positions window under Main Menu > Admin > System Setup > Staff Positions.
Double click on the position that needs a document removed.
Select the Documents tab.
Select the document to be removed.
Select the Ok.
Select the Save button.

Required Fields Tab Closed

The Required Fields tab on the Staff Position window displays the fields, considered required on the staff profile, based on the position.