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Whanaunga āwhina key workers

Connect workers to their whānau caseload

Key workers for a whanaunga āwhina can be found on the overview.

Whanaunga awhina overview screen with key workers panel highlighted

Adding a key worker

Clicking the key workers panel heading opens the key workers page.

Whanaunga awhina key workers screen

To add a key worker relationship:

  1. Select the team of the worker (this step can be skipped who do not belong to multiple teams)

  2. Select the worker to be added

  3. If the key worker relationship starts today and is active then finish by pressing Add key worker

  4. If the relationship is existing the Options section can be expanded and the start/end dates altered accordingly

Ending a key worker relationship

When a worker is no longer working with the whānau the relationship can be ended. This will move it to the inactive section.

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