Assign Staff to an Authorization
How do I assign a Staff to an Authorization?
Manager, Administrators
Staff can be assigned to a specific authorization. This is a good way to indicate that a specific staff person is responsible for ensuring that authorization is being used and monitored.
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.
Staff Assignment Privileges
Settings > Provider Build > Maintain Privileges > Authorizations:
Show Staff dropdown in Authorization window
Access Staff Assignment in Authorizations
1. Click on the Consumers index.
2. Select your consumer to open their profile.
3. Select the Authorization tab.
4. Select the desired Authorization to open and edit.
5. Select the Assigned Staff dropdown.
6. Select the desired staff name from the dropdown option to apply.
7. Update.
How do I notify staff they've been assigned to an authorization?
We have a notification for this! Contact our Support Team through the Knowledge Base or by emailing support@set-works.com to enable.
Related Articles
Authorization Overview
What is an Authorization? All users Authorizations are a key topic in SET-Works that describes the service(s) that a consumer is receiving. Authorizations can be viewed/added/modified from within the consumer record. Note: Authorizations should be ...Assigning Services to Departments
Assigning Services to Departments Administrator This article will show you how to assign Services to a specific Department Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles ...September 29, 2023 Plan Question - Changes to Automatically Assign
Please review the following article if you received communication from SETWorks the week of September 11, 2023, regarding important changes to the Auto-Assignment of Plan Questions. The "Automatically Assign" setting is getting an update! Plan ...For Staff: How Should I Start Using Tasks?
How Should I Start Using Tasks? Staff As a staff member, you will primarily use tasks to keep track of your reoccurring due dates and to notify your supervisor that the task has been completed. Review Assigned Tasks Navigate to the tasks link in the ...Staff Management Configuration
How Do I Control Which Users Are Able to Access Staff Management? Administrators Note: You may only have access to maintain privileges if you are a SET-Works administrator. The Staff Management feature of SET-Works is configured in the Maintain ...