How to Associate Staff/Users to a Program

Currently this is done in the Staff Detail screen. CalMHSA is working on developing a method of easily adding multiple staff to a program from the Program setup screen, but this is currently in development.

To add associate a staff member to a program,

1. Click the Search icon.
2. Type Staff/Users into the search bar.
3. Click to select Staff/Users (Administration).
4. This takes you to the Staff/Users list Select the staff you want to associate to the program.

5. This opens the Staff Details Navigate to the Proc/Prog/Loc/Proxy/Supervisor tab.
   1. In the program section, click the “Add Program(s)” button.

6. This brings up a popup of a list of programs within the user’s CDAG that the staff is NOT currently associated with. Select the program(s) you want to associate to the staff and click OK. To select more than one program at a time, use the shift and/or control keys.

7. Click Save and close.