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 an icon in the Select column 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