Creating a New Tour
Navigate to the "Associates" tab.
Click the edit icon next to the member’s name.
3. Select "New Tour" from the right side of the pop-up menu.
Note on "Original" Tours: If a tour has never been set, the member will have an "Original" tour with no date range. This indicates a single, permanent set of qualifications for their entire time on the team.
Adding a New Tour
Click the "New tour" tab to define a new set of qualifications or active dates for a user.
Note on Overlaps: When creating a new tour, you must enter a specific date range for the default tour. This ensures there is no scheduling overlap between the two periods.
Configuring a New Tour
In the "New Tour" tab, you can define the specific date range and job qualifications for that period.
Unlimited Tours: Administrators can create as many tours as necessary to reflect a team member’s changing availability or evolving clinical qualifications.
Finalizing: Once you have configured the details, click "Update Associate Details" to save the new tour.
Please note that now you can "Hide Completed Tours" or choose "Show All Tours".
For more details on managing member qualifications, please refer to the related articles below.