Staff Management for Shelters

UniAide

Invitation workers

Feature: Invitation of New Staff Members

This feature allows inviting new staff members to join the system. Through this interface, administrators can add the necessary information, such as the first name, last name, and email address of the staff member to be invited. Once the fields are completed, an invitation email is sent to the staff member, allowing them to access the software.

Usage Example:

When a new staff member joins the team, the administrator can quickly add them to the system using this form. After entering the required information, the staff member will receive an email link to create their account and start using the software. This feature simplifies the onboarding of new members and centralizes access management. It also promotes collaboration by making it easy to add new users within the organization.

UniAide

List - Shelter Workers

Feature: List of Active Staff Members

This feature displays a list of staff members who have access to the application. It provides essential information for each user, such as first name, last name, phone number, last login date, email address, and file status (e.g., active or inactive). This view allows administrators to easily monitor active users and manage their access.

Usage Example:

When an administrator wants to check staff activity or verify their contact information, they can refer to this list. The search tool allows for quick user filtering, and the PDF export function makes it easy to save or share information. This feature is essential for tracking access and ensuring that only authorized staff members have access to the application.

UniAide

Profile

Feature: Staff Member Profile

This feature allows viewing the detailed profile of each staff member, including important information such as staff code, first name, last name, title, description, phone number, and email address. The staff member's contact details, such as full address, are also displayed, along with the current file status.

Usage Example:

An administrator wishing to verify a staff member's information can access this view to get a complete overview of their contact details and status. This helps keep staff information up-to-date and ensures they have the appropriate access. The "File Status" section indicates whether the staff member is active, the last profile update date, and other relevant information for access management.

UniAide

Workers - Access

Feature: Access Level Management

This feature allows managing the access levels of each staff member in the system. It provides a detailed list of granted permissions, such as access to the management panel, progress notes, liaison notes, as well as various specific sections like calls, residents, and population records. Each access is indicated by a Yes/No status, allowing administrators to quickly view the permissions available for each staff member.

Usage Example:

When a new staff member joins the team, an administrator can use this view to adjust access based on the staff member’s responsibilities. For example, clinical staff members may receive access to progress notes, while administrators can access sensitive sections like population record management. This precise access management ensures that each staff member has only the permissions necessary for their tasks.

Managing Notes by Shift

Invitation workers

Feature: Invitation of New Staff Members

Usage Example:

List - Shelter Workers

Feature: List of Active Staff Members

Usage Example:

Profile

Feature: Staff Member Profile

Usage Example:

Workers - Access

Feature: Access Level Management

Usage Example: