From the Care ID Service Dashboard, select ‘Create Position’.
To create a position at a child organisation, click on ‘Change’. Once the required organisation is displayed, enter the position name. If required, enter additional details in the description. Note: if you wish to create multiple roles all under the same parent organisation as one position, leave this as the parent organisation.
Click on ‘Create access profile’ to open an additional window where the roles and activities can be added.
The ‘Organisation’ tab can change the organisation that this particular role is for and is used when there are multiple roles under different organisations that all have the same parent organisation.
Click on the ‘Role’ tab and enter either the role code (R****) or the name of the role in the ‘filter’ box. This will filter the results to display a shorter list.
Click the radio button to the left of the required role, the selection will be added to the summary details on the right.
Click on the ‘Activities’ Tab to add activities if required.
Enter either the Activity Code (B****) or part of the activity name into the filter field. Click the tick-box next to the required activity and the details will be added to the summary on the right.
Review the summary then click ‘Create access profile’. The role will be added to the position.
To add another role under the same organisation or same parent organisation select ‘Create access profile’ again and follow the above steps.
Enter the Approval Details, in the Path to Live environments this is not required to create the position. The field is mandatory however, therefore users may wish to enter a reference number, justification or contact details for the person who manages the position. Click ‘Create Position’ to finish the process.