1 - TPA Qualifications

Estimated Time to Complete: 0.5hrs - 1.5hrs

Quick Overview

Qualifications can be anything from certificates to some skills. Once added to the system, you can register qualifications to care workers and service types so that the system can assist in scheduling staff to roster the appointments to the most suitable/qualified staff.

When setting up employees (see article 6) you can assign qualifications to workers and include expiry dates. Useful for certification such as a Flu Shot valid.

Video

Steps

1. Start by creating a list of qualifications that your business might consider using
   Ideally, this list is no bigger than 25 for practicality. Qualifications can be anything, common examples include professional qualifications such as being an Occupational Therapist or a Care Worker, certifications such as First Aid, or even Police Checks.
   
   
2. On the left-side menu bar, scroll down to Other/config category, and click on “Qualifications”
   
   
   
3. Click on “Add new level” and fill out the blanks
   
   
   
   - Qualification level name (How you will recognise the qualification)
   - Sequence (used to control the priority when displayed - i.e. 1 will be on top followed by 2)
   - Colour Highlight (is used on the Weekly planner when scheduling and viewing the roster.
   - Appointment Matching flag is used to indicate which Qualification Levels are to be used to find appropriately skilled carers to match the requirements of the client and specific appointments)
   - Deleted (Used if no longer required - leave as no)
   
   
4. Once you complete, click on “Add Level”
   
   
5. Repeat steps 2-4 for each qualification on your list made in step 1

Checklist

 

Checklist

You will have completed this step if you have:

1. Created a list of qualifications that you would like to add to TurnPoint
2. You have created that list within TurnPoint

Bulk Upload

For a business that requires more than 25 Qualifications, you can download the Bulk Upload spreadsheet attached to this document and fill it out. Once ready to upload create a ticket at the top of this page and attach it to the ticket. Make sure to put qualifications in order of priority.

Other Documents

• Example Qualifications PDF

Next Article: 2 - Task Types