Transferring contacts within a cluster

A guide on how to manually transfer or schedule a transfer of contacts between institution within a cluster

• How can I transfer over my contacts from my institution to another ?

• How can I schedule transfers within my institution ?

• How can I prepare contacts for a mass doctor/staff rotation coming into my institution ?

Manual Transfer of Contacts

1. Navigate to the Directory page on the Rooster platform

2. Under 'More' click on 'Transfer to Institution'

3. In the 'Transfer to Institution' modal, fill up the relevant fields accordingly.

Once the manual transfer has been complete, the current main posting will be cleared up

Scheduling rotations / transfer of contacts

If you're aware of incoming doctor/staff rotations or transfer, you can schedule ahead of time. This ensures that their details are updated to reflect their new institution promptly, streamlining the process and reducing any delays in updating rosters and assignments.

You can auto transfer contacts within your institution or between institutions in your cluster by adding an end date for your current posting and a start for your next posting.

Auto transfer within your institution

Scheduling for rotation within your institution in advance

Main posting

To prepare in advance for upcoming rotations within your institution, you can schedule the event by setting a starting date for the upcoming main posting. Once the start date is reached, the upcoming posting will automatically override the current main posting.

Take note of the MCR number as the upcoming posting will override the one in current posting if it's different

To reduce manual input, we’ve introduced an pre-fill feature for newly created next main postings. New fields will automatically be pre-filled and be displayed in yellow

Additional Posting

For 'Next Additional Posting,' once added, it will appear under the current posting. If a current additional posting already exists, the next additional posting will be appended beneath it. To schedule a next additional posting, ensure that a start date is provided. As we approach the end date for an additional posting, the entire row on the directory page will be deleted. For example, if the end date is set for 1st October, the row will be removed on 2nd October.

Auto transfer between institutions

Scheduling a transfer of contacts between institution within your cluster

To ensure a successful transfer between institutions in your cluster, you will need to set an end date for current main posting AND start date for upcoming main posting.

Scenario: MO Dr Tan will end his posting at NUH on 10th Sep, and is going to NTFGH on 1st Oct 2024. As of 9th Sep 2024, MO Dr Tan belongs to NUH. Hence his current posting will appear as such:

and his next posting will be as such :

The MCR Number field will be auto-filled for you

With both end date of current main posting and start date of upcoming posting filled up , on the end date, 10th Sep , the contact will be transferred to the institution under the 'Next Posting'.

Additionally on the start date, 1st October , the next main posting will override the current main posting.

Now the contact has been successfully transferred to NTFGH, who will be the new owner of this contact.

Edit rights

Now non-home institution can add ‘Upcoming Posting’ details and ‘Additional Posting’ details. The home institution will still be allowed to modify the contact or delete the ‘Upcoming Posting’ if needed.

For example, if a contact primarily belongs to or works at NTFGH, the admin staff from NTFGH will be able to modify any of the contact details. However, only an admin from AH will be able to modify the 'Next posting'.