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A number of tasks in Phoenix, such as changing Case Manager or assigning providers, require searching for and selecting staff. This is done in the Staff Search Window. Creating a Staff Favorites List in the window allows you to save the names of frequently used staff members. Your favorites will display automatically when the Staff Search window opens. This will save time when assigning staff as Case Manager or assigning them to a service, goal, or meeting.
Searching for Staff
Searching for staff and creating a Staff Favorites list can be done anywhere in Phoenix where the Staff Editor is open, including changing a Case Manager or provider. This example starts on the Summary link of a student’s profile to change the Case Manager.
Open a student’s profile.
On the Summary link, locate the Case Manager name in the Program Snapshot section.
Click the name of the Case Manager.
The Staff Editor opens.
Click the Search icon.
The Staff Search window opens.
Select the staff member’s School or select Search All Schools. If the staff member is not assigned to one specific school, such as an itinerant teacher, it is best to use Search All Schools
Enter the Last Name of the staff member you wish to add to the list. You may also enter a first name, but it must match the name in the system (for example, Robert, not Bob).
Do not make any selections from Title, Specialty, or Grade. SSD does not use those fields.
Click Staff Search.
A list of staff members meeting your search criteria appears.
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The same person may appear on the list more than once with different titles (i.e. “Special Ed Teacher”, “Speech/Language Pathologist”, “SNAP”, “Homebound”, etc.). Be sure to select the correct “Title” when making your choice. Select the correct title for your login (i.e., only select SNAP or Homebound if you are logged in as a SNAP or Homebound teacher/provider). |
Selecting and Saving a Staff Favorite
Follow the steps above to search for a staff member.
Click the star in the “Fav” column to the right of the person you wish to add. The star fills.
Do not click Save. Save is used when making a provider change. The Favorites are automatically saved.
Continue searching and adding favorites until your list is complete.
When you have added all of the names you wish to add, click Favorites to view the list. The names appear alphabetically from A-Z but can be resorted by selecting the arrow next to ‘Last Name.’
Close the window by clicking either the X or Cancel. This closes the window without changing the name of the Case Manager or provider.
The names are sorted alphabetically A-Z when entered. They can be resorted Z-A or back to A-Z by selecting the arrow next to ‘Last Name.'
The Staff Favorites list appears on the Staff Search window when the Search icon is selected on the Staff Editor.
Removing a Staff Favorite
Open the Staff Search window by selecting the Search icon on the Staff Editor.
The Staff Favorites list displays.
Locate the name you wish to remove. Select the filled star in the Fav column. The fill is removed.
The Favorites are automatically saved.
Click Favorites to review your list.
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