The Site Page: People and Settings (1 of 2) | BondiByte Sites Part 2 | NDIS Software

In this second video of the BondiByte sites series, we open a site's page and work through its details, its people and its settings. The video uses a demonstration organisation with made-up data, and everything named in it is an example: the site Banksia Community Hub (made in Part 1), the client Avery Sample, the staff member Arjun Sharma, the Community Access assignment type and the Level 1 address line. Use your own records. Next in this series: Site Documents, Reports, History and Rostering (2 of 2)    • Site Documents, Reports, History and Roste...   We start from Sites in the left menu and open the example site. On the Overview we go card by card: Site Details (the site code and type, the status, the service context, and when the site was created and last updated) and Location (the address, the Site manager and the Team leader). Then we make one quick edit: Edit opens the same fields as Add site, we add a level to the address, choose Save site, and Last updated shows the day. Next, the people. Link clients opens the Clients tab, and Assign client opens a window: Client (a dropdown of your clients), Assignment type, Start date (today by default; a future date schedules a planned move), an optional End date and Notes. We link Avery Sample with the Community Access type, see the confirmation message and the new row marked Current, and look at the columns and the Remove button. Linking a client moves their shifts onto the site's roster, and the client's own page now shows the site in the Site and rostering line and on the Sites tab. Then the Staff tab: Assign staff opens a similar window, where Staff is a dropdown showing each person's job and Rostering priority says where the person comes in when shifts are filled (Primary Team first, then Secondary Team, then Relief Team). We add Arjun Sharma as Primary Team. The site team decides who can be rostered at the site. Back on the Overview, the counts at the top, the Staff and Clients cards and Recent activity show what we did. The Rostering, Smart Rostering, Documents and Capability Requirements cards are only pointed at: the first two sum up the site's roster and its automation, and the other two sit under Compliance. Part 3 starts on those, and the SIL and Smart Rostering series covers rostering for sites in depth. Last, a light look at Site settings: Site Notifications (the daily shift summary, staff reminders and escalation for unfilled shifts), Site Manager (who gets the site's notifications; until one is chosen they go to your organisation's owners and admins), Shift Management (shift swaps, staff cancellations and open shifts), Clock-in and attendance for staff clocking in from the mobile app, the team counts and Save site settings. Nothing is changed in Site settings. Who this is for: owners, admins and managers who set up and run sites. Chapters 0:00 Open the site page 0:21 Site Details and Location 0:46 A quick edit 1:08 Link a client to the site 2:15 Add a staff member to the site team 3:13 Back on the Overview 3:38 Site settings 4:16 What we covered Related videos Sites series, Part 1, Create a site (where the example site Banksia Community Hub is made). Clients series, Part 2, The client details page (1 of 3), which includes the Site and rostering line on the client's Overview. Clients series, Part 4, The client details page (3 of 3), which includes the client's Sites tab. Staff series, Part 3, The staff details page (2 of 2), which includes the staff member's Sites tab. Sites series, Part 3, The site page: documents, reports, history and rostering (the next part). SIL and Smart Rostering series (10 parts, starting with Part 1, Switch on Smart Rostering): how site rosters, shift patterns and the automation work, in depth. What you need Sites in your left menu, and a role that can edit sites (Owners, Admins and Managers have it by default). A manager whose access is limited to certain sites sees only those sites. A site, an active client and an active staff member to link. Written guides with screenshots: Create a site: https://bondibyterobotics.com.au/guid... SIL roster basics: https://bondibyterobotics.com.au/guid... Prepare sites for Smart Rostering: https://bondibyterobotics.com.au/guid... Create a client: https://bondibyterobotics.com.au/guid... Create a staff member: https://bondibyterobotics.com.au/guid... All BondiByte guides: https://bondibyterobotics.com.au/guides/ BondiByte Robotics: https://bondibyterobotics.com.au/ #BondiByte #NDIS #Sites Watch Part 3 next, and subscribe to the BondiByte channel for the rest of the Sites series. Feature page: https://bondibyterobotics.com.au/feat... Learn more: https://bondibyterobotics.com.au