Responsibility Creation

What is Responsibility Creation?

• Responsibility Creation involves relating staff, clients, and organizational units.
• It allows you to define responsibility between (Responsibility assignment is what determines "Visibility" of the different organizations (OUs), Client (Consumers or Patients), as well as staff assigned to supervisors and management).
  • a staff person and an Organization
  • a staff person and Clients
  • a staff person and another staff person, e.g. Supervisor Responsibilities

Responsibility creation is similar to / synonymous with "Visibility." As you will notice through the instructions below, administering responsibilities is effectively a way to determine various levels of visibility, authority, and credentials for the numerous users in your organization. Through the defining and assigning of responsibilities, Admin Users can essentially dictate the abilities of staff/users at distinct levels. Since this is the case, you must first complete the Role Creation aspect of your organization and then move into this process.

Use the following procedure for administering staff responsibilities:

1. In the Administration Menu, click on the "Responsibilities..." option, as shown below.

1.1 This will display the screen shown below. On the left pane, there is a staff list with the standard selection buttons and filtering capabilities.  

1.2 Below the staff list are controls to allow you to navigate to different pages of the list, as well as refresh the list.

2. To administer (whether you are adding new or removing existing) responsibilities, begin by selecting the staff person whose responsibilities you are looking to alter.

2.1 Selecting that staff member (by double clicking on their name) will cause their information to present itself in the right pane. Below, for example, we selected John Doe.

3. Now that you have the staff member pulled up and can see the role(s) assigned to them, you can begin creating responsibilities for them.

3.1 Note that there are 4 different types of responsibilities which you can choose to alter. Hence, you will notice 4 tabs under the staff member's information, as seen below.

3.2 Responsibility types

• Org Unit: short for Organizational Unit, this tab allows you to assign staff persons to specific organizational units 
• Staff: this tab allows you to add or remove other staff members (listed in conjunction with their roles) as responsibilities of the staff member you are dealing with
• Client: this tab allows you to place clients under the authority of the staff person (i.e. make them that person's responsibility)
• Rpt Unit: short for Reporting Unit, this tab allows you to associate the staff member with any tags and RUs

5. Next, we have the staff tab. Under this tab, you will find all staff members who your selected staff member can be made responsible for.

5.1 To add a staff member 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.

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 staff whom you desire to remove on the right pane and select the "Remove Responsibility" option.

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.

5.4 Be sure to save your changes to ensure they go into effect by pressing the "Save" button on the bottom.

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.

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.

6.2 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.

6.3 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.

6.4 Be sure to save your changes to ensure they go into effect by pressing the "Save" button on the bottom.

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.

7.1 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.

7.2 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.

7.3 Be sure to save your changes to ensure they go into effect by pressing the "Save" button on the bottom.