Assign and Un-assign a Team from a Group
You can assign or un-assign a team to or from a group in the Modify
an Existing Group screen. A team can be assigned to multiple groups.
To Assign a Team:
- From the Modify
An Existing Group screen for the group (See the
Modify An Existing Group
section), click the View
Active Team Assignments toggle link at the bottom of
the screen to view a list of team and room assignments. The
following information will display:
- Aggregate Panel Details (total for the whole group)
- Aggregate Modeled Capacity
- Aggregate Maximum Capacity
- Aggregate Assigned
- Aggregate Available
- Team
- Care Type
- Focus
- Station
- Modeled (Team Capacity)
- Maximum (number of patients assigned)
- Assigned (patients assigned to the team)
- Available (number of patients available to be assigned to the
team)
- Assignment Start Date
- Actions (You can use this column to unlink the team from the
group assignment. See the next section for more information.)
- The list can be sorted by any column or narrowed by applying
filter values for Care Type
and Focus.
- Click the Assign Team button
to display the Team Assignment
dialog box.
- Click the Search button
to display the Search for Team
dialog box.
- Enter all or part of a team name and click Search
to display a list of team names. Alternatively, you can also leave
the field empty and click Search
to display a list of all available team names.
- Click the name link to populate the Team
field in the Team Assignment
dialog box.
- Click Submit to continue,
Cancel to cancel. A confirmation
message will display at the top of the screen.
To Unassign a Team:
- Click the View Active Team Assignments
toggle link.
- Click the red X icon in
the corresponding Actions
column.
- The Are You Sure? dialog
box will display. Click Confirm
to unlink the team from the group, or click Cancel
to close the dialog box without making changes.
- Click the View Inactive/Historical
Team Assignments toggle link. The following information will
be displayed:
- Team
- Care Type
- Focus
- Station
- Assignment Start Date
- Assignment End Date
- The list can be sorted by any column.
- The inactive team assignment will be displayed in the list.
See also:
Modify an Existing Group
Inactivate a Group
Search for a Group
Create a New Group
Modify an Existing Group