Working Across Job Types

---

Table of Contents

• Section 1: Introduction
• Section 2: Step-by-Step Guide
• Section 3: Additional Resources

---

Section 1: Introduction

M7 now supports staff working in different roles across the platform - for example, nurses can work as techs, and this can now be accurately reflected within the system!

---

Section 2: Step-by-Step Guide

To document a staff member working in a different role, follow these steps:

Step 1: Navigate to the House View and select any staff member’s name, or go to the Schedule Grid and select any staff member’s scheduled shift

Step 2: Click on the ✨ new ✨ “Assigned Job” field in the shift editor

Step 3: Select the “Job” this staff member will be working

Step 4: Click Save

→ In the Schedule Grid, if a different job is assigned from their primary role, it will appear in the bottom right corner of the scheduled shift

→ The staff member’s name will now appear in both the staff category tabs along with a pink buoy to indicate which category is the assigned job (e.g. A “Nurse” working as a “Tech” will appear in the “Tech” tab with a pink buoy next to their name)

---

Section 3: Additional Resources

Need more help?

Our support team is here to help! Reach out by texting or calling us at 727-777-7391, or email us at [e-mail] for further assistance.

---