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carer_screen [2017/09/15 16:37] cfadmin |
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To create a record navigate through the tabs and populate the required field areas. Here are some of the areas which you might want to pay particular attention to. | To create a record navigate through the tabs and populate the required field areas. Here are some of the areas which you might want to pay particular attention to. | ||
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+ | {{:wiki:carerotherdetails.png |}} | ||
+ | On the other details tab you have some really useful areas: | ||
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+ | 1) This is the transport types, you can add more via lists of needed. How do your staff get to work? | ||
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+ | 2) This is the contract start and end dates. Change these when you want to make a staff member "inactive" | ||
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+ | 3) Minimum and maximum hours for your clients, this gets used in the allocation screens so you can easily see who is below or above their hours allocation. | ||
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+ | 4) Do you pay mileage or travel time? This section provides fields for recording that data. | ||
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