Crew assignment changes

Step by step

1. Identify the person Clinical Governance Administrator or Admin

   Clinical Governance Administrator checks the team member's identity and active state. Admin checks the associated user account when access needs attention. Keep the same person identifiable when their local job title changes.

   • Resolve the person and account
   • Updates Team members, Users

2. Review credential evidence Clinical Governance Administrator

   Clinical Governance Administrator examines the credential type, license number, issuing authority and verification attachment. Compare eligibility dates with the intended work before changing Pending to Verified. Resolve a Suspended or Expired record with its owner before relying on it.

   • Review privilege evidence and eligibility
   • Updates Crew credentials, Team members

3. Assign crew Clinical Governance Administrator or Clinical Coordinator

   Clinical Governance Administrator records the load, driver, purpose and start and end dates of the assignment. The Active interval describes the responsibility being established. Clinical Coordinator checks that the planned stop names the intended crew member.

   • Record an active interval and the intended stop crew
   • Updates Load assignments, Load stops

4. End outgoing responsibility Clinical Governance Administrator

   Clinical Governance Administrator records the outgoing interval's end and marks it Ended. Retain the historical interval when a replacement takes over. Previous service evidence continues to identify the people who performed that work.

   • Retain the completed interval as Ended
   • Updates Load assignments

5. Check the replacement Clinical Governance Administrator or Clinical Coordinator

   Clinical Governance Administrator records the incoming assignment after checking its evidence. Clinical Coordinator revisits the upcoming stop and confirms the crew change. Licensed Clinician checks the assignment context before continuing documentation for the new episode.

   • Establish the incoming assignment and check the upcoming stop
   • Updates Load assignments, Load stops, Crew credentials

Clinical Governance Administrator

Owns credentials and assignment intervals.

Clinical Coordinator

Updates the stop.

Licensed Clinician

Reads assignment context.

Admin

Maintains account access.