Posts

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!

 

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.

 

There are two Security Levels, 6 and 7, that are essentially the same, but with one major difference: Schedule Change vs Schedule Request. As a level 7 user, you are able to create or edit shifts, however, those changes don’t actually occur, but rather trigger an email notification be sent of the appropriate personnel of the schedule requests.  These requests, therefore, must still be manually entered by someone. Level 6 users, on the other hand, can create or edit shifts and have those changes appear instantly.  An email notification is still sent to the appropriate personnel, but the content of the email is more of an FYI to the recipient that an actual change has been made, not a request for a change to be entered. This tutorial shows how to set up these email notifications, which can also be set up to capture any time there is a Data Change (ie worker taff demographic info) for level 6 and 7 users as well.

 

Of course we trust our people, but how much freedom we give them can vary. In this tutorial, learn how to put security parameters in place that can prevent the intentional, or accidental, attempt to schedule around your application settings. The first application setting set up in this tutorial are to prevent someone from scheduling more than one staff with one client during the same period of time. The second app setting discussed is to prevent scheduling someone more than a 12 hour shift. With particular settings comes the option to override using the appropriate security level clearance. QSP’s Application Settings are ideal for customizing your user’s QSP experience to the structure of your agency. Securely onward!