Roles

Every user must be assigned a role when added to an account in HosPortal . A role can be defined as the primary function of the user, for example a "Consultant", "Registrar", "Anaesthesia Registrar" or a "Radiologist";
A role can be for a particular duration or for an unlimited period;
When a period of assignment of a role for a user ends, the user will be marked as inactive and will not be able to login to that site i.e. the user will not be able to login to the particular hospital's account where the role has ended;

Watch this brief video on how to create a new role. In this example, an end date is not set for the role, which means that the role will continue on indefinitely. Also, a permission group is assigned to this role at the time of creation. So, when a new user is assigned this role, the user will automatically inherit the permission group.

Role Tags

A role tag is an easier form of identification to group and filter roles and can be used when building rosters.

Skills

A skill can be created and assigned to users in particular roles. A skill can be useful when filtering the list of users when creating rosters. Please note that the skills need to match the role for the users to be able to be allocated to rosters.

Watch this brief video on how to create a new skill and assign it to a role.

Teams

You can create a team and assign users to these teams for a period. Teams can consist of users that are in different roles. Teams are hierarchical and you can create a team as part of another team or a sub-team. Once a team structure is created, users can be assigned to teams for specific periods.

Watch this brief video on how to create a new team as a subset of another team.

Profile Information Settings

You may create a profile information label such as a certification achieved and attached it to a user's profile. Optionally these can be made accessible only for administrators when required.

Watch this brief video on how to create a new profile information setting.

Click on Admin then Profile information settings. Click Add.
There are two mandatory fields that needs to be filled out: Name and Apply to roles
Click Save.

Note: Any fields added to the profile information settings will show up on the staff profile page under the "Information" grouping. These may be for a second mobile number or landline or accreditation number. You may choose to hide a certain field such as the accreditation number from being visible to the user.