How to select and switch teams

How to select and switch teams

If you are part of two teams you will need to pick which team you are working for in order to see the team caseload and create forms for patients in that team - this will normally be a particular ward, service or area but will have been designed by your organisation to best reflect the way you manage patients. If you are part of multiple teams (e.g. you work across multiple sites) it is important to ensure you are in the correct before you begin a form so that the form is associated with the correct location and caseload.

  1. When you sign in, you will be prompted to select the team you are currently working for from a drop-down box .

  2. After selecting the team, you can choose to set it as your default and click continue. Once you are logged in via the selected team, you are still able to switch teams.

After logging in, you can check which team you are working with in the top left-hand corner of the page.

To change the team you are working in:

  1. Click change in the top right corner under the current team name. You will be redirected to the team selector screen.
  2. Click the search bar or type in a team name and choose a team from the drop-down box, and press continue. 

If you cannot see your team on the dropdown list, please get in touch with your Trust/Organisation help desk.