Adding a Provider
Adding a provider is easy to do. Start by clicking on the
(
Add Provider) button under the
providers list on the left side of the screen. This will cause the following actions to take place:
·
The Providers list will be disabled, preventing a provider from being selected while adding a
new one.
·
The Add Provider button
will become disabled.
·
The Delete Provider button
will become disabled.
·
The Edit button
will change to a Save button
.
·
The Cancel button
will become enabled.
·
All fields in the provider area will become editable.
·
The Add Photo
button will appear on the bottom right corner of the Photo box.
The result of these changes is that new provider information can now be entered into the fields:
Add a Provider
To enter a new provider's information:
Enter information in each of the fields. Note that the following fields are required:
·
First Name
·
Last Name
·
Middle Name (minimum of middle initial)
·
ID Number (can be employee # or other ID number)
·
Department
When entering values with a pick list
, you may either enter a value that is not in
the list or select a value by clicking the downward facing triangle on the right side of the pick list.
As you enter new values they will automatically be added to the list.
ID Numbers must be unique. If you enter an ID number that has already been entered, Guardian
will prompt you to use a different ID number. For this reason, ID numbers should be based on a
unique value like Employee Number.