Welcome to our Support Portal. Search for answers using the search box below, or create a support ticket if you cannot find your answer.
Accessing Staff Section
The staff section is where you can find all records pertaining to a staff member. Here you will be able to see all staff that you have access to.
![](https://guide.flowlogic.com.au/wp-content/uploads/2022/01/xstaff-001-1024x623.png.pagespeed.ic.sK7Lj7E4Lm.png)
Navigation
You can filter this list to show the staff with different status’, These being; active, applicant, referral, inactive and archived. The archived status is used in place of deleting records completely.
When you select view, you will be taken to that staff profile.
![](https://guide.flowlogic.com.au/wp-content/uploads/2022/01/staff-002-1024x628.png)
This indicates the status of the Primary Record, selecting the button will allow you to select one of several system options which cannot be edited.
![](https://guide.flowlogic.com.au/wp-content/uploads/2022/01/staff-003.png)
The available options are:
Active
Inactive
Applicant
Referral
Archive -This option will ‘hide’ the client from the roster.
These options will allow for advanced filtering using lookups which will be covered in the form management chapter.
- This search bar will allow you to search for other staff more easily without needing to return to the table view.
- This is site the record has been saved in, it will allow you to change the selected area:
![](https://guide.flowlogic.com.au/wp-content/uploads/2022/01/staff-004.png)
Remember – This list will only show the areas you have access to view.
- These Icons will allow you to:
Print -Allows you to print the record
View PDF – Generates a PDF copy of the record
Send Record – Allows you to send a PDF copy of the record to either an external email, or if the internal option is selected will allow you to choose from a list of users in the system.
![](https://guide.flowlogic.com.au/wp-content/uploads/2022/01/staff-005.png)
![](https://guide.flowlogic.com.au/wp-content/uploads/2022/01/staff-006.png)
- These are the different tab you can switch between to see different forms.
- These Icons represent the record access, record revision, record permission and team manager respectively.
Record access will allow you to easily see who has viewed this record and a simplified version of the user logs of what actions have occurred.
![](https://guide.flowlogic.com.au/wp-content/uploads/2022/01/staff-007-1024x498.png)
Record Revision will allow you to view and report on changes made to the record. We cover this in greater detail in our Security chapter.
![](https://guide.flowlogic.com.au/wp-content/uploads/2022/01/staff-008.png)
The Record Permissions will let you know exactly who can view the record, with the legend indicating where they have been either allowed or denied access.
![](https://guide.flowlogic.com.au/wp-content/uploads/2022/01/staff-000.png)
Using the Team Manager you can view a staff members managers / their team, as well as adding new people to these lists. This will be covered in more detail in our Security chapter.
![](https://guide.flowlogic.com.au/wp-content/uploads/2022/01/staff-011-1024x187.png)