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Adding a Position to the IQ Dictionary as an Admin - Transfer IQ®
Adding a Position to the IQ Dictionary as an Admin - Transfer IQ®
William Pelino avatar
Written by William Pelino
Updated over 5 months ago

Info


Positions

  • Positions specify the job title of the Staff member. Some examples might include: Behavioral Health Specialist, Social Worker, Physical Therapist, etc.

Adding a Position to the IQ Dictionary as an Admin

  • Positions can be added to the dictionary in Admin.

    • Click on Admin > Data > Dictionaries

  • Select Positions under the Select Dictionary drop down menu.

  • Click Add Entry to add a new Position

  • Once the position has been added, click Add Entry to save.

  • A green success message banner will confirm your entry has been added.

Associating a Position to a Staff Member

  • A Position (or job title) can also be associated to a Staff member when documenting communication with as Staff member.

  • Click the box underneath the Staff member’s name and start to type. The position will appear for selection. If the desired position does not appear, an Admin needs to add it to the Position dictionary.


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