Editing an Facility

Editing a Facility in the system can be done by following the steps in this guide

1

Navigate to the Reference Data -> Facilities view

2

Click on the View button in the Actions column


Header Panel

The Header panel will display basic information about the Facility and allow you to Download an Export, and Change the Visibility of a Facility

Name, Classification, and Type

The Name, Classification, and Type of the Facility are displayed in the Header panel.

Information
Location

Name

Located in the left of the Header panel (e.g. Fridge Company)

Classification

Located in the left coloured box, after the Name (e.g. Service Delivery Location)

Type

Located in the right coloured box (e.g. Community Hospital)

Status

Status allows the ability to flag a Facility as Active, Inactive, Obsolete, Nullify

Flag
Description

Active

The Facility is flagged active to be used in the system

Inactive

The Facility is flagged inactive. This Facility will no longer be used with this status.

Obsolete

The Facility is flagged as retired or no longer exists

Nullify

The Facility is flagged as ignore

Address

The Address of the Facility is located in the bottom of the Header Panel

✏️Updating Status of a Facility

The Status of a Facility can be updated at any time

🚧To update the Status of a Facility, please follow the steps below:

1

Open Status Options

Click on the Status input.

This will be the input which displays Active in the example above.

2

Select a Status

Select a Status option from the Status input


Tabs

The Facility Edit view contains a few tabs with different purposes.

Facility Profile Tab

The Facility Profile tab displays and manages profile related information for a Facility. (e.g. Facility Profile, Services & Schedule, Facility Hierarchy, Service Areas, Relationships)

Learn more


Staffing Tab

The Staffing Tab displays and manages Assigned Staff and Staff Managers for a Facility

Learn more


Stock Management Tab

The Stock Management Tab displays and manages Stock and Stock Stores for a Facility

Learn more

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