A Staff Role categorizes staff by their position in your organization, such as Nurse, Physician, or Environmental Services. Every staff member must be assigned to one, so create the roles you need before you add staff. Staff Roles also appear as the Role filter in Compliance Analytics.
Before you begin
- You have the Administrator role in Hand Hygiene. Staff Roles are managed only from the Settings menu, which only the Administrator role has access to.
Create a Staff Role
- From the Kontakt.io Launchpad, open Hand Hygiene.
- From the Settings menu, select Staff Roles.
- Select Create Staff Role.
- Configure the following:
- Name: enter a unique name to identify the role.
- Profile Type and Assigned Applications are set automatically to Hand Hygiene values.
- Select Next to open the Status Descriptor step, and review the values under Status Category and Custom Statuses. They are prefilled for Hand Hygiene.
- Select Next, then add Attributes for the role. Attributes are optional metadata fields (such as Job Title or Department) that staff assigned to this role will have on their profile.
- Select Create. The new Staff Role appears in the list and is now available when adding staff.
Note: The Staff Role's icon and color are managed from the Staff Role (Entity Type) in Kio Cloud Company Settings.