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Staff Status Management Guide

Overview

The staff status system in Phyzioline manages whether staff members are Active or Inactive in your clinic. This allows you to temporarily deactivate staff without permanently deleting them.

How Staff Status Works

Status Types:

  • Active - Staff member is currently working and can access the system
  • Inactive - Staff member is temporarily deactivated (on leave, terminated, etc.)

Where Status is Stored:

  • Status is managed in the clinic_staff table via the is_active field
  • This is separate from the users table to allow multi-clinic scenarios

Where to Manage Staff Status

Location: Staff Directory Page
URL: /clinic/staff
Navigation: Sidebar → Staff

Features Available:

  1. View All Staff - See both active and inactive staff members
  2. Toggle Status - Click the status toggle button (🟡 Deactivate / 🟢 Activate)
  3. Edit Staff - Click the Edit (✏️) button to modify staff details
  4. Delete Staff - Click the Delete (🗑️) button to permanently remove staff

How to Activate/Deactivate Staff

Method 1: Using Toggle Button (Recommended)

  1. Go to Staff Directory (/clinic/staff)
  2. Find the staff member you want to activate/deactivate
  3. Click the status button:
    • 🟡 Yellow button = Currently Active (click to deactivate)
    • 🟢 Green button = Currently Inactive (click to activate)
  4. Confirm the action in the dialog
  5. Status updates immediately

What Happens When You Change Status

When Activating Staff:

  • is_active set to true
  • terminated_date cleared (set to null)
  • ✅ Staff member appears in active staff lists
  • ✅ Staff can log in and access the system

When Deactivating Staff:

  • is_active set to false
  • terminated_date set to current date
  • ❌ Staff member removed from active staff lists
  • ❌ Staff cannot log in (if authentication checks is_active)

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