Transferring Personnel between Facilities

Warning: Be very careful with transferring staff.

If, as a Supervisor, you must transfer one of your personnel, you can do this from the “Staff” page. Follow these steps:

1. If you are not on the “Staff” page, click the Staff tab in main navigation
2. Click the “Staff Wizard” link under the Staff tab
3. Type the first few letters of the staff member's last name in the Last Name text box provided and click the Next button
4. Scroll the screen as needed to locate the specific staff member
5. Click on the staff member's name to start the “Staff Wizard”
   
6. Select the “Area” from the pull-down list provided and click the Next button
   
7. Select the “Service Unit” from the pull-down list provided and click the Next button
   
8. Select the “Facility” from the pull-down list provided and click the Next button
   
9. Click the appropriate position title from the list provided
   
   Note: If the position is not listed, click the Add button to add a position title, then select the position you added
   
10. Type at least the first few letters of the immediate supervisor's last name in the text box provided
    
    Note: If the staff member's immediate supervisor is not within the Division of Oral Health, use the highest DOH authority in the chain of command for the staff member; chiefs will be their own CDE authorizer
    
    
11. Click the Search button to display a list of personnel with last names starting as indicated
12. Select the supervisor name from the list produced
    
13. Type at least the first few letters of the last name for the person who will approve CDE for this staff member
14. Click the Search button to display a list of personnel with last names starting as indicated
15. Select the CDE supervisor name for the list produced
    
16. Confirm that all information is correct, then click the Finish button
    

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