- Access:
- Participant and patient records at Office, set by role in Settings → Roles
Step by step
- Search for a name, or filter by group, coordinator or DSL. Download CSV gives the same list as a spreadsheet.
- Tick the clients to change and choose Change: a group, a coordinator, a DSL, or any of them. Review shows every team it touches before anything is saved.
- Replace someone everywhere hands every team one person coordinates, or is the DSL of, to someone else in one step — the way to handle a coordinator leaving. Deactivating a staff member who leads teams offers the same.
- Groups are your own headings for the list — a region, a program, a funding type. Add, rename, reorder or remove them with Groups.
Tips
- A coordinator and a DSL belong to a TEAM, so changing one person's changes it for everyone on that team. The review names everyone else it reaches before you save.
- If somebody else changed an allocation after you reviewed yours, the save is refused and you review it again.
- Everyone who works in the office can see this page; changing it needs the right to manage clients' records.
On this screen
Groups
Your own headings for the allocation list — add, rename, move up or down, or remove.
This is the help Corella shows on this screen, word for word, written in its default words: client and carer.
