How does an Administrator assign Care Profiles to a Group or an eForm? (Drag and Drop)

Warren Chan

June 14, 2023 16:36 Updated

For Community and Group Editions

Administrators can assign Carer Profiles to a group or an eForm. The steps below apply for both.

1. Highlight the Carer Profile/s you wish to assign to a new Group or eForm by selecting them with one left click. Colours of highlighted profiles will turn Green.

2. Drag your selected Carer/Carers over to the new Group or eForm and drop them onto the desired box.

3. A confirmation window will appear. Please click the Proceed button.

4. The Care Profiles that were selected will be added to the Group or eForm you drop them onto. You can check this by clicking anywhere on a Group or eForm (except for the two icons). The newly allocated Carer Profile will appear in the Staff Assignments window.

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