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QSP Tutorials: Client Specific Trainings

A huge reason agency’s are successful is by pairing up the right worker with the right client. This is an art! Typically, this may involve training the worker to server that client. There are several advantages to documenting this training/connection/link. If you want to give workers access to QSP, but on a limited scale, then based on those clients whom they are trained with, they will only be able to view those clients. Another advantage is when searching for an available staff who is specifically trained to work with a client. QSP uses the Client Specific Trainings to provide you with a filtered list of options! Cheers to perfect matches!

 

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QSP Tutorials: Security Level Access

Security access within QSP is customizable to fit your agency’s operations. The driving force is Job title/Employment Position. Based on a user’s current position, identified within their profile, will determine what level of access they have to QSP. This tutorial walks you through adding positions to specific security levels, as well as exchanging one job title for another at a given security level. The lower the security level (level 1), the higher the privileged. Therefore, level 7 has the most restrictive access. The “View Permissions” look up gives you an idea of what each security level has privileges to do. Upcoming video tutorials will walk users through each security level.

 

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