Changes for page Responsibility Creation

Last modified by karimpirani on 2014/07/07 15:27
From version Icon 13.1 Icon
edited by karimpirani
on 2014/07/07 15:25
Change comment: There is no comment for this version
To version Icon 11.1 Icon
edited by karimpirani
on 2014/07/07 15:22
Change comment: Upload new image responsibility creation 7.PNG

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79 -6. Next, we move on to the Client tab. Under this tab, you will find a list of clients whose care you can charge to the selected staff.
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82 -6.1 To add a client under the responsibility of your selected staff, simply double click on their name. This should move them over to the right pane. Note that their name will still show up on the left pane.
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84 -5.2 If you want to remove responsibility or if you accidentally double clicked on someone, all you need to do is click on the client whom you desire to remove on the right pane and select the "Remove Responsibility" option.
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86 -5.3 NOTE: there are also several options like filtering, which can allow you to find who you are looking for quicker. Additionally, you can press the headings of the various columns (e.g. First Name) to arrange them in alphabetical order.
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88 -5.4 Be sure to save your changes to ensure they go into effect by pressing the "Save" button on the bottom.
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93 -7. Lastly, we have the RU tab. Under this tab, you will find all the different reporting units that a staff member can be given responsibility for.
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96 -4.1 Select an RU which you want to add and press the "Add RU Responsibility" button to add it to that person's responsibilities. This should cause the RU to gray out in the left pane and show up in the right one.
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98 -4.2 If you are removing an RU, select the OU from the right pane (which will allow you to the now grayed out "Remove Responsibility" button) and press the "Remove Responsibility" button.
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100 -4.3 Be sure to save your changes to ensure they go into effect by pressing the "Save" button on the bottom.
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102 -[[image:responsibility creation 8.PNG]]
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