Assign Staff to a Team Role (Position)

To assign staff to a team role:

From the Position List screen:

  1. From the Modify an Existing Team page, click the View Positions and Staff Assignments link. The Position List screen will display.
  2. Click a Not Assigned link in the Staff Name column to display the Assign Staff to a Position screen. The team role must be active.
  3. Enter the first two letters of a staff member's name and click Search. If no staff member is found, click the Search VistA button. The Staff Information screen will display.
  4. The Assignment Date field will default to the current date. To override, click the calendar icon and select a date and time. The date cannot be prior to the team rolen’s creation date. If needed, click the calendar icon next to the Unassignment Date field to add an unassignment date.
  5. Enter a number in the FTE field. The FTE for the staff member assigned to this team role cannot be greater than 1.00 across all roles/teams to which he or she is assigned within a station or within station(s) with the same first three digits of the station number (i.e., the parent station).
    1. Expected FTE is the portion of a full time equivalent required to support the team and will default to 1.0 and may be edited to reflect a value of no less than 0.01.
    2. Actual FTE is the portion of the full time equivalent available to support the team.
    3. The Vacancy FTE is the difference between the expected and actual FTE and cannot be edited.
    4. If there is no staff available for this expected or required team role, the actual FTE value must reflect 0.00  
  6. Primary Care Provider Team Roles Only. Select the Temporary PCP check box to make the staff identify a Primary Care Provider who is temporarily covering team roles (i.e., Locums, Gap providers).
  7. When the PCP is providing TelePACT (virtual PCP), select the Virtual PCP check box.
  8. Click Submit to continue, Cancel to cancel. You'll get a success message and the staff member's name will display in the Staff Name column.

From the Modify an Existing Position screen:

  1. From the Modify an Existing Team page, click View Positions and Staff Assignments. The Position List page displays. Click icon in the Actions column that corresponds to the team role to staff.
  2. The Modify an Existing Position screen will display. The Current Staff Assignment section will display Staff Name, Role and Actual FTE. Click the Assign Staff button to assign a staff member to the team role.
  3. The Search for Staff dialog box displays. The Staff Role is displayed and can be edited.
  4. Follow the steps described above to assign the staff member to the team role.
  5. When the assignment is created; the assignment date/status/reason will be captured in History.

Mental Health Team Specifics:

See Also:

Modify or View a Team Profile

Search for VA Staff

Remove or Unassign Staff From a Team Role (Position)

Reassign or Modify Staff Assignment

Preceptor/Preceptee Relationships