View the support worker app guide which shows how a support worker uses Careflo and what they can see when they login.
View this article if you are setting up a support coordinator or general staff that do not do visits/appointments.
View this article on how to add a suburb.
A support worker does not have access to Careflo modules and cannot see full details of service users or the full Schedule for example. Support workers can only see information about their own Schedule for "Today", "Tomorrow" and TODO
Steps
To add a new member of staff please follow the below steps:
Under the Staff module, enter a new Candidate.
You can select “Work with adults” and “Work with children” for NDIS. The option to “Work with elderly” is for aged care and not NDIS.
The “Code prefix” field is not mandatory. You can use this to add an identifier to the front of the new user ID that makes sense to you, for example “SC” for support coordinator. This user ID is shown all over Careflo and can also be searched for.
Complete the candidate checklist, and select to “Convert to Support worker”. This will create a new Staff member and Careflo User login.
Please make sure to enter their email address and address (including suburb). If the suburb does not exist in Careflo yet then please Add the suburb. Careflo uses this to email them scheduling updates as well as mapping their location towards a visit location.
Enter all the support worker specific details such as their right to work details, first aid etc and their general availability in the week. This is used by Careflo for recommending you the best available support worker when you need to assign to a service visit.
Screenshot of what permissions should look like