Attaching Team to clients

 Note: In this video, you will hear "Team" as "Segment". Team was earlier know as Segment. Please note terminology has changed not functionality. 

Overview

Team is a feature available for clients who have particular care-workers they prefer to work with or care-workers that have specific qualifications relevant to the client's shift requirements. Such staff can be Teamed and then attached to the client's profile. For office staff, this will make the rostering process simpler in that when creating a shift you can choose to filter staff based on teams (further explained in this article under Filtering Staff by Teams).

This feature will particularly useful for ShiftCare connect customers who will have access to their favorite staff. While teams are available for office to attach to client profiles this feature is primarily to make it easier for connect customer to select their staff members when requesting services from their connect account. When a team is attached to a client, they have the option to view only those staff members or to view the whole list of staff available. 

Creating Teams

To create a team, navigate to the left-hand menu and select Staff. Under staff choose Team. To know more about this please refer to Staff Team documentation

Attach Team

To attach a team, open the client's details page. Click edit. This will open up the edit page for the client details. Navigate to the Teams information tab.

Click on this tab to bring up the drop-down menu with all the team 

Select a Team and then click save. Once saved, the team will appear on the client's profile page.

Update/Delete  Team

Please refer to Team documentation to know about deleting and updating Team.