To Assign Staff Members to a Bed

  1. On the Assignments tab, select a site from the Site list.
  2. Select a unit from the Unit list.
  3. Select one of the staff member cells for a bed.
  4. Select a staff member using one of the following methods:
    • Start typing the last name of a staff member. A drop-down list appears with up to 10 matching names. If the staff member you are looking for does not appear in the list of 10 matches, refine your search by typing additional characters of the last name. Select a staff member from the list.

    • Double-click the cell. The Available In Unit dialog box appears. Select a name from the list and click OK.

    • Copy and paste the assignment from one cell to another.

  5. Optionally, enter notes (up to 500 characters) about the patient in the Notes cell.
  6. To copy and paste assignments:
    1. Select a cell where a staff assignment has already been made for a bed or role.
    2. Right-click the cell and choose Copy, or select the cell and press Ctrl+C.
    3. Right-click another cell and choose Paste Name, or select another cell and press Ctrl+V.
  7. To find a staff member in all sites:
    1. On the Assignments tab, select a site from the Site list.
    2. Select a unit from the Unit list.
    3. Make sure the Lock checkbox is unchecked. Otherwise, the Find Staff box is not visible.
    4. In the Find Staff box, start typing the last name of a staff member. A drop-down list appears with up to 10 matching names.
    5. Select a staff member from the list.
    6. If the Add To Unit dialog box appears, click Yes to add the staff member to the unit and the current cell. Otherwise, click No.
      If the Found In Unit dialog box appears, click Yes to remove the staff member from the unit, or click No to keep the staff member. If you click Yes, the Add to Unit dialog appears asking whether you want to add the member to the cell or not.