Sentai’s capabilities for building an organisation structure enable care managers to create different locations, enable or disable features at these locations, and allocate carers to users with ease. This supersedes the previous 1 to 1 care / user relationships, and makes it easy to add employees to groups so they have automatic access to all their service users.
Organisations will help you manage different business units more easily. An organisation can be a top level business, such as "Care Company" or a subsidiary such as "Care Company South East". You can enable or disable features for an organisation.
This feature enables building a hierarchy of locations, for example region, city, building, ward, room, and manage the features that can be used at these locations. There is no limit to the number of levels in the location hierarchy. Users can still have a home address within a location, as required for home care, or a location as required for residential care or housing, for example: "Willow house / Ward 1 / Flat 3". Each location level can have its own address.
Teams enable grouping employees that work in an organisation or at a location, so they can easily be given access to users. A team can consist of individuals, other teams, or everyone at a location or organisation.
For example, "Willow house / Ward 1" could have a "Ward 1 Care Team".
Use this type for managing separate businesses within your organisation.
In the dashboard, go to Organisation structure in the left navigation.
Press Add on the top right of the list, or + in a line item in the list. If you press + in a line item, you will create a sub-organisation in the hierarchy.
Select Organisation from the dropdown.
Name the organisation.
Select a Parent organisation or location in the hierarchy, if no parent is already selected.
In the Address tab, you can enter an address if it’s different from the parent item.
In the Features tab, you can enable / disable features for the organisation. By default, the organisation will inherit the feature setup from the parent. If a feature is disabled for a organisation, it will become unavailable in the app for users that are part of the organisation.
In the Administrators tab, you can add admins to the organisation by searching for employees by name, email, or teams by team name. An admin, or an admin team will be able to edit this organisation, and all child organisations, locations, and teams within. By default, the organisation will inherit the administrators from the parent.
Press Save.
In the dashboard, go to Organisation structure in the left navigation.
Search by name of your organisation, or extend the tree hierarchy to the organisation you want to edit or delete.
Press the pen icon to edit the organisation, or the bin icon to delete. If you delete an organisation, subitems of that organisation will also be deleted. Users and employees are not deleted, but need to be moved to a new organisation if applicable.
Use this type to manage geographic hierarchy, buildings, or areas or rooms within a building.
In the dashboard, go to Organisation structure in the left navigation.
Press Add on the top right of the list, or + in a line item in the list. If you press + in a line item, you will create a sub-location in the hierarchy.
Select Location from the dropdown.
Name the location.
Select a Parent organisation or location in the hierarchy, if no parent is already selected.
In the Address tab, you can enter an address if it’s different from the parent item.
In the Features tab, you can enable / disable features for the location. By default, the location will inherit the feature setup from the parent. If a feature is disabled for a location, it will become unavailable in the app for users that live at the location.
In the Administrators tab, you can add admins to the location by searching for employees by name, email, or teams by team name. An admin, or an admin team will be able to edit this location, and all child organisations, locations, and teams within. By default, the location will inherit the administrators from the parent.
Press Save.
In the dashboard, go to Organisation structure in the left navigation.
Search by name of your location, or extend the tree hierarchy to the location you want to edit or delete.
Press the pen icon to edit the location, or the bin icon to delete. If you delete a location, subitems of that location will be deleted. Users and employees are not deleted, but need to be moved to a new location if applicable.
Use this type for managing teams or departments and their access to users. Admins for the parent location or team are able to manage the teams within.
In the dashboard, go to Organisation structure in the left navigation.
Press Add on the top right of the list, or + in a line item in the list. If you press + in a line item, you will create a sub-location in the hierarchy.
Select Team from the dropdown.
Name your team.
Select a Parent organisation or location in the hierarchy, if no parent is already selected.
You can select individual employees, teams, whole locations or organisations to be part of the team.
Press Save.
