Tutorial: View or Update an Activated Team Member

Use this tutorial to update an Activated team member's details on the IFSP Team Members page.

Complete the following steps to perform this tutorial:

Display the IFSP Team Members page.

IFSP Team Members page (default view)

IFSP Team Members page (default view) for Coordinator/District roles

IFSP Team Members page (default view) for Provider/State roles

NOTE: Depending on the method of access and your current permissions, the page displays differently and some information may be disabled or unavailable.

Double-click on an Activated provider in the table. The page refreshes and displays detailed information below the table.

IFSP Team Members page (activated details view with provider selected)

IFSP Team Members page (activated details view with provider selected) for Coordinator/District roles

IFSP Team Members page (activated details view with provider selected) for Provider/State roles

Update the following information as necessary.

NOTE: You can click the Provider link to search for and select a different provider. For more information, see Tutorial: Add an Activated Team Member.

These fields can be edited unless the person is an Activated provider. If so, a Provider Search must be performed for them to be populated:

In First Name, enter the first name of the person. At least two characters must be entered. You can enter up to 25 characters as necessary.

In Last Name, enter the last name of the person. At least two characters must be entered. You can enter up to 40 characters as necessary.

In Address, enter the street address at which the residence (or office) is located. You can enter up to 100 characters as necessary in each of the two address controls as necessary.

In ZIP, enter the complete five-digit ZIP code in which the residence (or office) is located. Once entered, the name of the city and the two-character state abbreviation associated with the ZIP code are displayed.

In Agency, enter the name of the associated agency. You can enter up to 65 characters as necessary.

In Specialty, enter the specialty of the person. At least two characters must be added, and you can enter up to 40 characters as necessary.

These fields can be edited for all team members:

In Phone, enter one or more telephone numbers at which the person can be contacted. For more information about entering telephone numbers, see the Telephone Numbers topic.

In Role, select the specific role to assign to the person from the drop-down list.

In Other Role, enter any additional roles to assign to the person. You can enter up to 40 characters as necessary.

In Start Date, enter the date on which the person becomes active. When updating detailed information, the start date may be disabled. For more information about entering dates, see the Calendar Controls topic.

In End Date, enter the date on which the person becomes inactive as necessary. For more information about entering dates, see the Calendar Controls topic.

NOTE: Asterisks (*) indicate which fields are required on the page. If required information is missing, an error message displays at the top of the page after saving the data.

Click the Save button. The page refreshes and displays the updated information in the IFSP Team Members table.

Version 1.6