Support Worker Module (Administrator guide)

From Charitylog Manual
Revision as of 09:17, 12 March 2013 by Rob Kay (talk | contribs)
Jump to: navigation, search
Helpheader small.png

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)

eziTracker Setup

Services

Unavailability Reasons

Enter Bank Holidays

Support Teams

Matching Exclusions

Parameters

Holiday Pay Parameters

Support Worker Reports