Support Worker Module (Administrator guide)
Contents
Overview of the Support Worker Module
Charitylog's Volunteers module is supplied as part of the core package, and allows you to assign volunteers or staff to clients, and create job cards for appointments. The Support Worker Module is one of the add-on modules available for a Charitylog system. It acts rather like the Volunteering module but with a lot of extra functionality. The Support Worker module will allow you to;
- Categorise your support workers into services (shopping, home help, befriending etc) and search/assign them to clients
- Build a care plan for each client, which might include several services delivered by any number of support workers
- Match clients and support workers geographically
- Match clients and support workers based on matching exclusions (for example, "Phobia of dogs", and "Owns a dog" etc)
- Produce job cards/sheets for your support workers
- Invoice for support work carried out (also requires the Accounts Module)
Terminology
Depending on your organisation, you might not call the staff concerned "Support Workers". The module allows you to change the wording across the whole system so that you can call them "Carers", "Volunteers" or "Home Helpers", if you would rather.
Most of the options concerning the Support Worker module are contained in a submenu which by default will be called "Support Options". To change the terminology used on your system, click on the "Set Up" submenu, then the "Parameters" menu item.
The first drop-down box on the resulting "Support Advisor Parameters" page will allow you to change the terminology.
Clicking "Save Parameters" will update the system with your new choice - in the screenshot below the terminology has been changed to "Home Helper".
However, "Support Worker" is the most commonly used terminology and so this manual is written assuming that this is what you will be using.
