Add Worker Assignments to a group

Last updated
Save as PDF

On the Worker Assignments form in myEvolv you can manage the workers who are assigned to an established group of clients.

Note: Netsmart suggests only using the Delete action when a worker is accidentally added to the group. Otherwise, use the Date-Time To field to end the worker's assignment to the group.

Assign a worker to a group

Go to: Groups > Group > Information > Worker Assignments.
For Select Group, enter the name of the group to modify and press your Enter key.
On the Select Group screen, search for and select a group to modify.
Result: A list of all workers assigned to the group displays.
Select the Add New drop-down and choose Group Worker Assignment.
In the Worker Assignments Groups [ADD] form, enter the following information:
- Event - This read-only field displays the type of worker assignment.
- Worker - Use the binoculars to search for and select a worker from the Staff - Service Providers (Caseloads) screen.
- Worker Role - Use the magnifying glass to search for and select a worker role to assign to the staff member for this group.
- Units/Room/Classes - If applicable, assign the worker to a specific unit/room/class.
- Date-Time From - This is the effective date and time for this staff member's assignment to the group.
- Date-Time To - This date is used to end a worker assignment. Note: Staff are not able to see or add services after this date/time.
Select Save.

Delete a worker from a group

Go to: Groups > Group > Information > Worker Assignments.
For Select Group, enter the name of the group to modify and press your Enter key.
On the Select Group screen, search for and select a group to modify.
Result: A list of all workers assigned to the group displays.
Find the worker to remove and select the Actions drop-down, then choose Delete Record.
In the Worker Assignments Groups [DELETE] form, select Delete.
Select OK in the popup window to confirm the deletion.
Select Save.