SAD files are associated with a single Personal File and, therefore, the creation of a new file is carried out from the user's traceability tree.

To add a new SAD file, click on the “SAD” subfolder located within the Basic Social Services folder and then on “New File”.

The following data will be entered in the creation form, depending on its availability:

  • Sector and Subsector
  • Entry registration : registration number and date.
  • Dependency file : obtained from the data entered in the Personal File.
  • Degree of dependency : obtained from the data entered in the Personal File.

Before continuing, you must click on the “Save” button to register the new file, to which the program will automatically assign a number, in addition to recording the professional who registered it. Once registered, the SAD file will be accessible from the traceability tree, or from the Files search engine, indicating the file type “SAD” and the file number.

The SAD files are included in a subfolder, since the SAD service depends on Primary Care and, therefore, there should be a direct correspondence between the number of SAD resources granted and the number of SAD files opened. Consequently, it is recommended that the opening of a SAD file by the professional be subsequent to the allocation of the resource within the basic social services file.

The information in SAD files is organized into different tabs:

  • Actions : administrative status of the file and actions that change its status.
  • Basic data : data necessary for identifying the file and to carry out the Home Help Service.
  • Cohabitation nucleus : members who live together with the service holder.
  • Social report : relevant information for the professional.
  • Definition of the service : definition of the characteristics of the service, both the type of tasks and the frequency and duration.