Support Worker Details

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The Support Worker Details screen (which may be named differently depending on your system terminology) has a series of tabs, much like the Client Details Screen, except that it displays some information which is specific to Support Workers.


Functionality in top section

Support Worker Appointments Calendar

Relationships

Print Record

Letters and Communication

Uploaded Documents

Record a Contact


Main section with tabs

General Details

The General Details tab stores basic information about a client - the sort of information you would use to tell one client from another. Many of the fields on this page are driven by Drop-Down Lists, so if you think some of the available lists are incorrect (or need adding to), then speak to your system administrators.

Fields can be removed or added to this page (from a set of standard fields) using Customise Orgs & People.


File:SWD 1.png


Personal Details

Work Details

Client Assignments

Unavailabilities

Matching Criteria