Caregiver Details

AdminSchedulerSupervisorLeadership

The caregiver detail page provides a comprehensive view of a single caregiver's profile, including personal information, credentials, event assignments, survey responses, travel arrangements, and work history. This page is the central hub for understanding a caregiver's qualifications and activity within HCSS Events Platform.

Accessing the Caregiver Detail Page

1. Navigate to Caregivers in the left sidebar.
2. Locate the caregiver using search or filters (see Viewing and Filtering Caregivers).
3. Click the caregiver's name in the list to open their detail page.

Page Layout

The caregiver detail page is organized into tabs. The header area always displays the caregiver's name, BlueSky ID, primary specialty, and current status. Below the header, the following tabs are available:

• Personal Info
• Credentials
• Assignments
• Survey Responses
• Travel Info
• Work History

Personal Info Tab

The Personal Info tab displays the caregiver's contact and demographic information, all sourced from BlueSky CRM.

Fields

Field	Description
Full Name	First name, middle initial, last name, and suffix (if applicable).
BlueSky ID	Unique identifier from BlueSky CRM. Read-only in the platform.
Primary Specialty	Clinical specialty (RN, LPN, CNA, etc.).
Email	Primary email address.
Phone	Primary phone number.
Secondary Phone	Alternate phone number, if available.
Address	Mailing address (street, city, state, ZIP).
Date of Birth	Used for identity verification and compliance.
SSN (Last 4)	Last four digits of Social Security Number. Visible only to Admin role.
Emergency Contact	Name and phone number of the caregiver's emergency contact.
Status	Active, Inactive, or DNR.
Notes	Free-text notes added by the platform users.

info

Most personal information fields are synchronized from BlueSky CRM and cannot be edited in the platform. The Notes field and Status field are the exceptions -- these are managed within the platform.

Editing Personal Info

🔒Requires permission: Caregivers.Update

To edit the the platform-managed fields:

1. Click the Edit button in the top-right corner of the Personal Info tab.
2. Modify the Notes or Status fields.
3. Click Save to apply changes.

Credentials Tab

The Credentials tab displays the caregiver's professional licenses, certifications, and compliance documents.

Credential Types

Credential	Description	Source
Nursing License	State nursing license number, state of issue, and expiration date.	BlueSky CRM
BLS Certification	Basic Life Support certification status and expiration.	BlueSky CRM
ACLS Certification	Advanced Cardiovascular Life Support.	BlueSky CRM
TB Test	Tuberculosis screening results and date.	BlueSky CRM
Background Check	Status and date of most recent background check.	BlueSky CRM
Drug Screen	Status and date of most recent drug screening.	BlueSky CRM
COVID Vaccination	Vaccination status and documentation.	BlueSky CRM
State-Specific Requirements	Additional credentials required by the event's state.	BlueSky CRM

Credential Status Indicators

Each credential displays a status indicator:

Indicator	Meaning
Green checkmark	Credential is current and valid.
Yellow warning	Credential expires within 30 days.
Red X	Credential is expired or missing.
Gray dash	Credential is not applicable for this caregiver's specialty.

caution

Caregivers with expired or missing required credentials may not be eligible for assignment. The system will display a warning when attempting to assign a caregiver with credential issues.

Assignments Tab

The Assignments tab shows all events and assignments associated with this caregiver, both current and historical.

Assignment List Columns

Column	Description
Event	Name of the strike event.
Facility	Assigned facility name.
Unit	Assigned unit/department.
Specialty	Specialty for this assignment (may differ from primary).
Shift	Day, Night, Evening, or Rotating.
Start Date	Assignment start date.
End Date	Assignment end date.
Status	Assignment status (Scheduled, Active, Completed, Cancelled).

Click any assignment row to navigate to the assignment detail page. See Assignment Management for more details.

Assignment Summary

At the top of the Assignments tab, a summary card displays:

• Total Assignments: Number of assignments across all events.
• Events Participated: Number of unique events.
• Total Days Worked: Cumulative days across all completed assignments.
• Average Rating: If supervisor ratings are available, the average score is shown.

Survey Responses Tab

The Survey Responses tab displays responses to surveys that the caregiver has completed within the platform.

Survey Types

Survey	When Sent	Purpose
Pre-Event Survey	After candidate confirmation.	Collects travel preferences, dietary restrictions, and equipment needs.
Post-Event Survey	After event completion.	Gathers caregiver feedback on the event experience.
Availability Survey	During candidate outreach.	Confirms availability and interest for an upcoming event.

Viewing Responses

1. Click the Survey Responses tab.
2. The page lists all surveys associated with this caregiver, sorted by date (most recent first).
3. Click a survey row to expand and view the full response.

Each response shows:

• Survey name and type.
• Date sent and date completed (or "Pending" if not yet completed).
• All questions and the caregiver's answers.

note

Survey responses are read-only in the platform. Surveys are configured and sent through the Events workflow. See the Events documentation for survey setup.

Travel Info Tab

The Travel Info tab manages the caregiver's travel arrangements for events, including flights, hotels, and ground transportation.

Travel Details

Field	Description
Home Airport	Caregiver's preferred departure airport (IATA code).
Travel Preference	Fly, Drive, or Local (no travel needed).
Arrival Flight	Airline, flight number, arrival date/time, and airport.
Departure Flight	Airline, flight number, departure date/time, and airport.
Hotel	Hotel name, address, check-in date, check-out date, and confirmation number.
Rental Car	Rental company, confirmation number, pick-up/drop-off details.
Special Requests	Dietary needs, accessibility requirements, or other notes.

Managing Travel Info

🔒Requires permission: Caregivers.Update

Travel information can be managed per event. To update travel details:

1. Select the event from the Event dropdown at the top of the Travel Info tab.
2. Click Edit Travel.
3. Fill in or update the travel fields.
4. Click Save.

tip

If a caregiver participates in multiple events, each event has its own travel record. Use the event dropdown to switch between them.

Work History Tab

The Work History tab provides a chronological record of the caregiver's shifts and hours across all events.

Work History Columns

Column	Description
Date	Date of the shift.
Event	Event name.
Facility	Facility where the shift was worked.
Unit	Unit/department.
Shift Type	Day, Night, Evening.
Hours Worked	Total hours for the shift.
Overtime	Overtime hours, if any.
Status	Verified, Pending Review, or Disputed.

Work History Summary

At the top of the tab, summary cards display:

• Total Hours: Cumulative hours across all events.
• Total Overtime Hours: Cumulative overtime.
• Total Events: Number of unique events with logged shifts.
• Average Hours/Shift: Mean hours per shift.

Filtering Work History

Use the filters above the work history table to narrow results:

• Event: Filter by a specific event.
• Date Range: Specify a start and end date.
• Status: Filter by verification status.

Header Actions

The caregiver detail page header includes the following action buttons:

Action	Role Required	Description
Edit	AdminScheduler	Edit the caregiver's the platform-managed fields.
Flag DNR	AdminSupervisor	Flag the caregiver as Do Not Return. See DNR Management.
View in BlueSky	All roles	Opens the caregiver's profile in BlueSky CRM (new tab).
Print	All roles	Generates a printable summary of the caregiver's profile.