1. Blood Donation Management
  2. Features
  3. Team Access
Feature · Team Access

Team Access

Connect each team member to a user identity and maintain the evidence behind their assigned work.

OverviewActive Care Assignments
Blood Donation Management · Team Access

Active Care Assignments

Care team assignments

New
IdDonorClinicianAccess purposeEffective fromEffective to
IDD-989DNR-3974AP-94423 Oct25 Oct
IDD-869DNR-1807AP-57520 Oct24 Oct
IDD-511DNR-5751AP-35025 Oct31 Oct
IDD-306DNR-7689AP-19314 Oct22 Oct
IDD-297DNR-1743AP-60212 Oct21 Oct
6 of 6 records
IDD-989Care team assignments · CTA-97738
Active
DonorDNR-3974
Access purposeAP-944
Effective from23 Oct
Effective to25 Oct
Example screen with sample data

What you can do

Know who is responsible for the work

The Clinical Governance Administrator maintains the team member behind each operational assignment. A team member has a name, role description, active flag and linked platform user. That connection matters when a collection names its owner or a laboratory entry names the person who authorized it. Staff should be able to find the responsible person without relying on a shared account or an abbreviated name.

Professional privileges describe a different part of the responsibility. The privilege record carries its type, license number, issuing authority, verification evidence and effective period. Pending, Verified, Suspended and Expired describe the recorded verification state. The administrator reviews that evidence before marking a privilege Verified and checks the effective dates when the person’s responsibilities change.

How the work is organized

  • Staff identity. Keep each team member connected to the intended user account. Review the active flag and role description when a person joins, moves to another responsibility or leaves the team.
  • Professional verification. The Clinical Governance Administrator examines the recorded license and evidence, then records the verification decision. The privilege type identifies the responsibility being considered.
  • Donor assignments. Record the donor, clinician, access purpose and effective period for each care team assignment. Active and Ended distinguish a current assignment from one that has finished.

What to agree during setup

Agree who verifies professional evidence and which privilege type applies to each clinical responsibility. Use the available Document, Prescribe, Review and Study investigator choices only where they match the customer’s actual work. A named type alone should never substitute for the administrator’s examination of the evidence and effective period.

Define how donor assignments begin and end. The access purpose should explain why the clinician works with that donor. Review account permissions separately from the assignment record during setup, using the roles guide. A clear handoff identifies both the operational owner and the person maintaining the underlying staff identity.

Check the handoff on an actual case

Create a rehearsal team member for Jordan Lee and connect that entry to Jordan’s user account. Add a Review privilege with the relevant issuing authority, verification evidence and effective dates. The Clinical Governance Administrator examines the evidence, resolves any question and marks the privilege Verified when the verification is accepted.

Assign Jordan to a rehearsal donor with a clear access purpose and an effective period. Ask another team member to locate Jordan from that assignment and explain the reason for the work. Then rehearse the end of the assignment: mark it Ended and review the person’s responsibilities before giving them another donor task. Finally, check how the team handles a privilege that becomes Suspended. The administrator should be able to identify the affected work and name the person who will resolve it.

What your team sees

  • Pending Privilege Checks — Examine professional evidence awaiting a verification decision.
  • Active Care Assignments — Review assignments marked Active, checking the clinician, donor, access purpose and effective dates.

Follow the work through

Use professional access review to rehearse verification and assignment changes. Continue with donor intake and collection once the responsible people are identified.

What it keeps track of

Data model
Team members
Blood bank team members and their platform identities
Users
Users
Clinical privileges
Professional privileges and their verification state
Care team assignments
Care team access assignments and their effective period

Who uses it

Permissions
Clinical Governance Administrator
, Clinical Reviewer, Licensed Clinician, Admin.
The Clinical Governance Administrator maintains privileges and assignments; Admin handles account setup responsibilities agreed during implementation.

Set up Blood Donation Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started