Link a program to a location
Worker roles are linked to programs, which determines the workers that can be assigned to a client enrolled in a particular program. Linking a program to a location or service facility helps in selecting the location where the client will participate in the program. These locations might be your offices, foster or adoptive homes, outside organizations, support groups, and so on.
Typically, you link programs to a location while setting up the location. Worker roles are linked to locations as part of staff security (Agency Setup > Staff and Security Setup > Worker Roles > Role Setup).
- Go to Agency Setup > Services Setup > By Program > Program Link to Locations.
- In the Program list, click in a program row
OR
in the row click Actions, then Open Form. - In the Linked Locations grid, click the plus sign.
- Search for and select a Location.
- Search for and select a Program Unit #. This is the unit that offers the program, such as Social Services.
- To add another location, click the plus sign. When finished, click Close.
- To delete a linked location, in the program row click Actions, then Delete.
- In the toolbar click Save.