Assigning an Intervention
In order to assign an intervention to a member of staff:
- From the Caseload Management screen, choose the intervention that you wish to assign from the left of the screen.
- Drag and drop the intervention onto the caseload of the desired member of staff.
- The intervention will now be added to the staff member's Individual Caseload.
You can also assign an intervention to a member of staff by using the Options button on the intervention:
If you are about to assign an intervention to a member of staff who is not scheduled to work at the time the intervention is scheduled for, the following message is displayed:
To avoid this, filter the staff that are visible on the Caseload Management screen to reflect the schedule of the interventions you wish to assign, see Filtering the Staff on Display