Creating Sub Locations

Mohammed Jamal Updated by Mohammed Jamal

You can access and create Sub Locations in the following way:

  1. Navigate to Staff > Staff > Providers. The 'Providers' page is displayed.
  2. Select the Provider to open the record. The 'Provider' record page is displayed.
  3. Select Menu > Related Items > Sub-Locations. The 'Sub Locations' page is displayed:

  1. Select the Create new record button. The 'Sub Location: New' page is displayed:
  2. Complete the fields on the page, mandatory fields are marked with a red asterisk *.

Field

Description

Field Logic Type

Name*

This would be the name of the location in the care home.

Free text

Start Date*

The start date would be when this sub location will be able to be used from in the system.

Date

End Date

The end date would cease the availability of the sub location in the system.

Date

Provider*

This is the provider the sub location is attached to.

Inherited

Selection

Type*

The following options are available.

  • Adult Acute
  • CAMHS
  • Community Care
  • Forensic
  • Learning Disabilities
  • Mental Health
  • Rehabilitation

Additional options can be added to the Reference Data Business Object: Hospital Ward Specialties.

Selection

Sub Location Lead*

Just like a team manager is the lead for a team, you can set a lead for the sub location.

Selection

Sublocation ID*

This is auto-generated by the system.

Read only

Auto-generated

Responsible Team

The team responsible for the management of the record.

Inherited

Selection

  1. Select the Save button on the toolbar.

The Rooms tab will be displayed.

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