Adding Multiple Time Entries within the Group Activity Record

Adding Multiple Time Entries within the Group Activity Record

How do I add multiple time entries within the Group Activity Record?

Direct Staff, Everyone

Billable Group Activity Records allow for multiple time entries to be added for both staff and consumers. Perfect for when staff need to leave for an appointment, or lunch break, and come back. Or, for those individuals that receive a 24/7 residential service but leave during the day for day supports.

Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles are not the same on your site, talk to your local administrator to assist in translation.
You are not able to have multiple time entries if the service is flagged as an EVV service within the Service/Phase Utility.
With this new enhancement, the following privilege will no longer be respected, "Split up group for non-billables also when overlapping." To confirm whether your organization is using this privilege, navigate to Settings > Provider Build > Maintain Privileges. Search for "Split up group for non-billables also when overlapping."

Setting up the Group Details

Some fields may not be visible depending on the privileges within your SETWorks site.

Date :  Select the date from the calendar icon.
Service Type/Service: Filter by service type or service. 
                      NOTE:  The selection here limits the list of consumers.
Department:  Filter by Department
                      NOTE:  The selection here further limits the list of consumers and staff.
Description:  Type the subject or description of the group appointment.   Optional.
                       EXAMPLE:   Day shift at the paper place.
Set Default Time:  Select the start and end time.
Primary Location:  Select the Primary Location.
Staff:  Select applicable staff (multi-select allowed).
Consumers:  Select applicable consumers (multi-select allowed). 
[Consumer in/out times]:  Select the start and end time per consumer if different from staff. 
                        NOTE:   Originally defaults from the 'Set Default Time' field above.
Save Group Details. 
                        NOTE:   You will be unable to document unless the group details are saved.



Adding Multiple Time Entries

  1. Click on Edit Group Details.
  2. Select the plus icon next to the applicable staff/consumer to add an additional row of time entries.
    1. Ensure the end/out time for the first time entry is accurate.
  3. Input the new times for the staff/consumer.
  4. Select Save Group Details.




You are able to add up to 4 in/out times (rows) per staff/consumer.

Removing a Time Entry

  1. Click on Edit Group Details.
  2. Select the minus icon next to the applicable staff/consumer to remove the unnecessary time entry row.
  3. Select Save Group Details.
The minus icon will only show if multiple time entry rows exist.




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