Staff types

ModuleCatalogs

Suggested profileAdministration

PermissionSTAFF_TYPES: WRITE / ADMIN

StatusValidated

Objective

Define the types of medical staff (HCP) and assign them the allowed actions. For example: "Specialist doctor", "Lab technician", "Reception", "Administrator". The route is /manage-hcpsTypes/hcpTypes.

How the screen is organized

Table with the defined types. Above the table there is a toolbar with search and high and bulk delete buttons. The sub-route /manage-hcpsTypes/hcpTypes/actions allows managing the system actions.

Available actions

• Create type: high dialog with name, key and description.
• Edit type: adjust name or description.
• Configure actions: opens a drawer with the available actions; the ones that apply to the type are selected.
• Delete type: requires STAFF_TYPES: ADMIN.

Permissions

• STAFF_TYPES: WRITE to create, edit and configure actions.
• STAFF_TYPES: ADMIN to delete.

Before starting

• Define the clinic's staff types.
• Have clear which system actions each type needs.

Step by step - Create

1. Go to Catalogs -> Staff types.
2. Click New type.
3. Enter: name, key, description.
4. Confirm.

Step by step - Assign actions

1. Locate the type.
2. Click the Configure actions icon.
3. In the drawer, check the actions that the type will have available.
4. Confirm.

Expected result

• The type is registered.
• The assigned actions are available for users with that type.
• The system shows a success message.

Pending: add screenshot of catalogos-tipos-personal-01-dialogo.png and catalogos-tipos-personal-02-drawer.png.

Common errors

Situation	What to do
The type does not apply to a user	Verify that the user has the correct type in their profile.
The action does not apply	Verify that the type has the action assigned.

Suggested permissions

• STAFF_TYPES: WRITE.

Operational recommendations

• Create one type per clear operational role.
• Document which actions are necessary for each type.

Relation with other modules

• Medical and staff: each HCP is associated with a type.
• System actions: the available actions are assigned per type.
• Users: the user's type determines which actions they have available.