Using Attributes and Preferences
Attributes and Preferences are a useful way to ensure that Worker and Client give and receive care not only from the appropriate people but people they are comfortable with.
Both Workers and Client have an Attributes and Preferences screen. The way it operates is that each screen is split into two halves. In the top half we will describe what the Worker (or Client) is or has. For example they are a Smoker and they are Male.
In the bottom half we list what the individual would like in their counterpart (the Clients that they work with or the Workers they receive care from). For example, they prefer to be cared for by a male, but exclude smokers due to severe asthma.
- Navigate to Workers or Clients and enter the General Details screen. Click the Attributes/Preferences Tab at the top of the screen
- Click Add in the top half of the screen to list what that person is or has. It is recommended you choose whether they are Male or Female as a minimum
- Click Add in the bottom half of the screen to say what that person prefers or wants to exclude.
- The lists that you see present here can be easily edited if you want to add more options. Navigate to Settings > Categories > Person Attributes Tab and use New and Delete to amend the list. Anything amended here will immediately appear in the Attributes and Preferences screen
Note: Try not to over use the exclude option, it is often better to ensure you prefer the opposite (e.g. Males) rather than excluding the other (Females)