Work with Staff

The Staff Information window displays a list of staff members in table (browse) format.  

To Add a Staff Member

1. Under Common Tasks  click Add a Staff Member.  A blank staff information window will appear.
2. Type information for the new Staff member in the fields provided.
3. Click Okay to save changes and exit the Staff Information window.

Notes:

1. Clicking Cancel will exit the window without saving changes.
2. Clicking Apply will save changes but not exit the window.  
3. Fields that display an asterisk (*) must be filled in.

Fields to Complete in Staff Information

1. Staff Name - First name, Middle Initial, Last name
2. PIN Number - Password used when staff member logs into the Kiosk or the CareTracker Management software.
3. Hire - Date when staff member began working at the facility.
4. Id - May be used when interfacing, or may be completed if the facility uses employee numbers.
5. Facility - Select appropriate facility name for this staff member from the drop down list.
6. Domain UserName - This is the user name the staff enters when logging onto the network server.
7. UserName - This is the user name the staff enters when logging into CareTracker.
8. Badge Id - This is the number on the staff member's badge that is scanned by the card reader on the kiosk.
9. Terminate - Date the staff member was terminated/no longer employed by facility.
10. Category - User defined field.  Job title is most often used, i.e., DON, CNA, etc.  New Staff Categories are added in ChargeTracker Setup.
11. Security Groups - Select appropriate security group for this staff member from the Security Groups list.  The Security Groups Select list shows the highest security group the currently logged in staff person is a member of.  If a staff member tries to edit his own security role, they will see the first security entry selected and will not be able to de-select this group.  The same also applies if one staff member attempts to edit another staff member of the same security level.  If you attempt to select the highest group then you will not have access to change. The purpose of this feature is to allow a staff member to see the group they are in, and still enforce the hierarchy of security groups.

To Sort Staff Information

Click the header of each column to sort by that column.  For example, to sort the staff list by staff last name, click the word  Last at the top of the last name column.

To Change Staff Information

1. To Edit Staff Information, double click a staff member in the staff browse list
2. Make the necessary changes in the window that appears.
3. Click Ok to save changes and return to the staff browse window.

To Add a Charge from the Staff Information window

1. From the Staff Browse Window double-click the staff member that is dispensing the item.  The Staff Information detail window will appear.
2. On the Charges Tab, click Add a Charge.  The Charge Add window will appear.
3. The Staff and Date/Time fields will be already filled in.  For the remaining fields, choose the appropriate item, resident,  quantity and location.  Note: the fields with an asterisk must have an entry.
4. Click Ok to save changes and exit the Charge Add window.

The Activity tab on the Staff Information window displays charges that have been added by the current staff member.  Choose from the Charge Date drop down list the date range of charges to be displayed.  Options include Today, Last 7 Days, etc.

To Run Staff Reports

1. Click Run Staff Reports.   (Upper left corner of Staff Information window, under Common Tasks.)
2. Double click the staff report you wish to run.
3. Make appropriate selections from all filter boxes.
4. Click Run Report.