Assigning Staff Members or Groups to Units

The Staff tab allows you to assign staff members and groups to each hospital unit. Before you assign staff members to patient beds, you should make sure that the correct list of available staff members has been assigned to the hospital units. The charge nurse or ward clerk may assign staff members to units.

Note: By default, the Staff tab is visible only to Administrators.

Nurses and other staff members can float from site to site. Accordingly, you may need to assign a staff member to a unit from a different site. If so, use the Find Staff field to find a staff member at another site.

Note: Up to 200 staff members or groups can be assigned to each unit. When you assign a group to a unit, only direct members of the group are assigned; members of nested groups are NOT assigned, primarily for performance reasons.

To assign staff members or groups to units:

  1. On the Staff tab, select a site from the Site list.
    Note: By default, your home site is automatically selected unless you logged in as an administrator.
  2. Select a unit from the Unit list.
  3. To add staff members or groups to the unit:
    1. Select one or more staff members or groups in the Staff and Groups in Site list. Group names display in all capital letters to distinguish them from individual staff members.
      • To select contiguous staff members or groups in the list, press Shift+click.
      • To select noncontiguous staff members or groups in the list, press Ctrl+click.
      • To find a user or group in the site, start typing a user's last name or a group name in the find text box. A drop-down list appears with up to 10 matching users or groups. Select one from the list.
      • If it is a long list, use navigation controls below the list to see the next or previous 200 members.
  4. Click the Right button button to move staff members or groups selected in the Staff and Groups in Site list to the Assigned To Unit list.
  5. To remove staff members or groups from the unit:
    1. Select one or more staff members or groups in the Assigned To Unit list.
    2. Click the Left button button to move staff members or groups selected in the Assigned To Unit list to the Staff and Groups In Site list.