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Staff/Users - Staff Record - Updating Contact Information or Adding a New DC for Records in a Non User Agency

Placing & Receiving Agency Related Guide (PARG RARG)

Summary:
After a record has been created in HSPnet in a non user Agency it is possible to edit the record to update the information in it such as phone number, e-mail address. Ex: RehabPriv

You can also replace the DC with a new record show at bottom of this page.

1. There are two places where you can make the edit.

In the Inbox, Outbox or your Welcome screen summary of the Placement Request using the ibubble.png. 

Click the placement request details window ibubble.png(ibubble icon) and then go to the Contacts tab.

 

OR

 

Find the destination under Setup/Lookup / Destinations. You will see the Destination Maintenance screen for that destination as an example on the right.


2. Click the phone icon phone-gold.png for that non user record to open up the edit screen. 





OR

3. Click the pencil icon edit grey.pngto edit the record. 

  • Note: If there is no pencil, then you do not have access to edit that record.

4. You can change anything expect the first and last name. If you need the first or last name edited, send in a support ticket regarding this. Click the green check mark save green.PNG to save the edit.

Replace a DC with a new staff record:


Look up the destination in Destination maintenance and the click the pencil icon to get to the edit screen.

In the drop down, choose (Add New...) and a new window will appear where you can create the new staff (DC).

Click the Save Changes button to save it and then on the next screen the   to save the edit.

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