Staff Role Workflow

Configuration>Agency Configuration>Staff Role

Create and expire Staff Roles

To Add a Role:

• Click Add
• Enter a Code i.e., 4
• Enter a description of the Staff Role you are creating.
• Enter an Effective Date of the Staff Role
• You may also add staff to this role by clicking on Edit List > Finding the Staff in the left column and moving them over to the right column.

• If you no longer need the role you may expire the role by clicking Edit and entering and Expiration Date

Workflow Dock:

This adds the modules to each Staff Role.

• Click Edit
• Select the Staff Role
• Check each module that the Staff Role will be shown in the Staff Workflow Dock

• Preview Workflow Dock – This will give you a preview of the dock for the role that is highlighted.
• Preview Hover Text – Allows you to preview the text staff will see when hovering over the module.
• Add Staff Role button this will open the Staff Role Maintenance Window.

Hover Text:

This allows you to add text that staff will see when hovering over a module.

• To add Hover Text to a module, scroll to the right of the Staff Role and click on the Blue Speech Bubble under the Hover Text column.