Staff Setup

Setup a ResiDex User

Entering your staff in Desktop ResiDex to process and track the following items and more:

  • Manage their access to Desktop ResiDex or RTasks
  • Track In-service classes
  • Enter meeting attendance
  • Enter staff supervison

Add New Staff

RTasks will allow you to manage staff information including entering a new staff member. If a user has ResiDex user role 15 - Staff set roles he/she will have the ability to add a new staff member directly to RTasks.

Setup RTasks Access

RTasks access is granted on a user-by-user basis, and can be configured to work in one of two ways for your organization:

Email-Based Login

If your users all have email addresses, these email addresses can be setup as RTasks.net usernames for your users. This is our recommended approach as it gives your users the option to reset their own RTasks.net passwords should those passwords be forgotten, as well as gives your users the option to use 2-Step Authentication(an additional security feature) when they login. 

"Username" Based Login

If you prefer your users not be required to have an email address to log into RTasks, they can instead be assigned unique usernames.

Deactivate Staff

In the event of a staff member resigning, being terminated, or otherwise leaving your employee, you must deactivate that user's account to protect access to the data you manage. Fortunately it is extremely easy and fast to disable a user's access to ResiDex and/or RTasks!

Transfer Staff

ResiDex will allow you to manage your staff access.  Your database may contain different "Campuses". A Campus may be viewed as the Facility's main location, an apartment, or group home.  If your facility has multiple locations, you may have multiple "Campuses"  setup in your single database. ResiDex will allow you to assign a staff member to a campus that they would then access. 

There is another feature that we will outline.  If your facility has staff supervisors, you may wish to not only assign an employee to a campus but also a "community" within your campus.  A community may also be viewed as a floor or wing such as first floor, second floor, assisted living, memory care, etc. Having this feature activated is required to use notifications such as "MY Staff Supervision Notifications"