As an Organization Admin, you will have the ability to delete staff members due to them no longer being needed in the QUALO system. Once the staff member is deleted, they will no longer be able to be accessed in QUALO.

Optional: If staff member whom you wish to delete has a caseload, you must transfer the caseload to a new provider before you delete.

Getting Started

1. First, from the home screen you click on the system drop down on the upper right corner of your screen and select User Management
   

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2. Next, make sure you are on the “Staff List” tab shown on the left hand side of the screen.

1. Find the staff that you wish to delete. You may use the search option to find the staff member quickly and easily.
   

Screenshot on how to search for staff you wish to delete

Delete Staff

1. Then click on the  button and choose to Delete to access the confirmation popup.
   

Screenshot on how to access confirmation popup

      2.  If the staff member doesn’t have any clients on their case load, a confirmation popup will appear. You must type in their last name in order to complete the delete process.

Screenshot of confirmation popup

3. Finally, click on the Delete button to complete the process.

Optional: If the selected staff member has any active clients, the Reassign pop up will appear 

Screenshot of Reassign Clients Pop up

1.  Here, you can assign existing clients under their caseload to the new provider(s)
   
2.  Click on the “Assign to” option and a drop down of other staff members will appear. 
   
3. Choose the staff member you wish to assign the clients to and click the “Assign & Save” button at the bottom right of the popup.     
   

    

You now should be able to delete a staff member in QUALO.