From bae40fc93061eb4b625ce662f274dae2aed22f33 Mon Sep 17 00:00:00 2001 From: Howard Enos Date: Mon, 29 Jun 2026 17:26:56 -0700 Subject: [PATCH] cascades: ALIS caregiver phone-only + caretaker-only cross-check (for handoff to other session) --- ...aregiver-phoneonly-caretaker-crosscheck.md | 108 ++++++++++++++++++ 1 file changed, 108 insertions(+) create mode 100644 clients/cascades-tucson/session-logs/2026-06/2026-06-29-howard-alis-caregiver-phoneonly-caretaker-crosscheck.md diff --git a/clients/cascades-tucson/session-logs/2026-06/2026-06-29-howard-alis-caregiver-phoneonly-caretaker-crosscheck.md b/clients/cascades-tucson/session-logs/2026-06/2026-06-29-howard-alis-caregiver-phoneonly-caretaker-crosscheck.md new file mode 100644 index 00000000..645231ab --- /dev/null +++ b/clients/cascades-tucson/session-logs/2026-06/2026-06-29-howard-alis-caregiver-phoneonly-caretaker-crosscheck.md @@ -0,0 +1,108 @@ +## User +- **User:** Howard Enos (howard) +- **Machine:** Howard-Home +- **Role:** tech + +> NOTE: This analysis was run in the Rednour session by mistake. Saved here so the +> active Cascades session can pull it and continue the work. Source of truth for the +> staff list: `C:\Users\Howard\Documents\cascades-staff-2026-04-22-1434.csv`. +> Live ALIS roster pulled 2026-06-29 via the `alis` skill (Cascades communityId 622). + +## Session Summary + +Cross-checked the Cascades staff CSV against the live ALIS (Medtelligent) roster, focused on +caregivers. Three findings were produced, in this order: + +1. **Phone-only caregivers:** NONE. Every caregiver in the CSV — both the "Caregivers (shift + staff)" group (rows 34-72) and the "Care" departments (rows 9-13: Assisted Living + Memory + Care) — has `Access = D+P`. The only phone-only (`Access = P`) people in the entire sheet + are the three Transportation drivers (Richard Adams, Julian Crim, Christopher Holick), who + are not caregivers and (per Howard) do not need ALIS access. + +2. **Caregiver roster vs ALIS (Hired):** 7 caregiver-list people are present in ALIS only as + **Discharged** records (stale) — see list below. The rest match active Hired records. + +3. **"Only caretaker" classification:** matched the caregiver list against ALIS users whose + security roles are limited to `Caregiver (Cascades)` / `Medication Tech` (no + director/manager/front-desk/nurse/admin overlay). 30 people are caretaker-only; 2 caregivers + carry extra roles; 3 "Care" entries are actually directors/nurses; 7 are Discharged. + +## Access column legend (CSV) + +`D` = desktop/computer login, `P` = phone, `D+P` = both. `Outside Access` = Y/N (remote). +`ALIS` column = whether the CSV expects them to have an ALIS account. + +## Finding 1 — Phone-only caregivers: NONE + +All caregiver rows are `D+P`. Phone-only (`P`) = only rows 31-33 (Transportation drivers), +not caregivers. + +## Finding 3 — Caretaker-only match (primary deliverable) + +### Caretaker-only in ALIS (security roles = Caregiver and/or Medication Tech only) — 30 people +Thelma Abainza · Espe Esperance (ALIS: Niyonsaba Esperance) · Barbara Johnson (ALIS: Barb +Johnson) · Richard Flores · Marie Kastner · Rosa Morales · Sandra Padilla · Whisper Reed · +Patricia Sandoval-Beck · Charity Sika (ALIS: Bariffa Sika — VERIFY name) · Ederick Yuzon · +Juan Andrade · Jahmeka Clarke · Karina Aziakpo · Jinnelle Dittbenner · Agnes McFerren · +Samuel Ramirez · Erica Sanchez · Katrina Wyzykowski · Ashli Atwood · Cole Johnson · +Roseline Cooper · Monique Lopez · Sarah Carroll · Luke Hogan · Gina Williams · Jen Higdon +(ALIS: Jennifer Higdon) · CeCe Lassey (ALIS: Celia Lassey) · Paty Doran (ALIS: Patricia +Camarena Doran) · Ezekiel Huerta (ALIS: Zeke Huerta). +Plus agency placeholders: Reliable 1 / Reliable 2 / Reliable 3 (caregiver role only). + +### On the caregiver/care list but NOT caretaker-only — 5 + +Carry extra (non-caregiver) roles in ALIS — 2: +| Name | ALIS security roles | +|---|---| +| Veronica Feller | Front Desk & Security, General Line Level, Caregiver (Cascades), Health Admin Assistant | +| Christine Nyanzunda | Caregiver (Cascades), Medication Tech, Health Admin Assistant | + +Care-dept staff who are directors/nurses, not caretakers — 3: +| Name | ALIS security roles | +|---|---| +| Lois Lane | General Director or Manager, Nurse (Cascades), Health Director or Manager | +| Karen Rossini | Nurse (Cascades), Health Director or Manager | +| Shelby Trozzi | General Director or Manager, Nurse (Cascades), Health Director or Manager | + +### Caregiver-list people NOT in the active Hired roster — 7 (all Discharged in ALIS) +| Name | ALIS staffId | Status | ALIS roles | +|---|---|---|---| +| Niel Castro | 385586 | Discharged | Caregiver (Cascades), Medication Tech | +| Kasey Flores | 369721 | Discharged | Caregiver (Cascades) | +| Bella Mendoza | 342369 | Discharged | Caregiver (Cascades) | +| Corey Tate | 383487 | Discharged | Caregiver (Cascades) | +| Gloria Williford | 379404 | Discharged | Caregiver (Cascades), Medication Tech | +| Mary Kariuki | 429856 + 429858 (DUP) | Discharged | Caregiver (Cascades) | +| Maia Baker | 356583 | Discharged | Caregiver (Cascades), Medication Tech (CSV note: part time) | + +## Key Decisions + +- "Caretaker-only" defined as security roles ⊆ {Caregiver (Cascades), Medication Tech}. Open + question for the other session: should Med Tech be treated as separate from plain caregiver? +- Drivers excluded from ALIS scope per Howard ("drivers don't need ALIS access"). +- Name matching used nicknames/maiden-vs-legal where ALIS differs (mapped inline above). + +## Problems Encountered + +- ALIS CLI `--json` is a GLOBAL flag (before the subcommand): `alis --json staff ...`. Placing + `--json` after `staff` errors with "unrecognized arguments". + +## Pending / Incomplete Tasks (for the OTHER Cascades session) + +- Confirm Charity Sika (CSV) == Bariffa Sika (ALIS staffId 309045, Hired) — same person? +- Dedupe Mary Kariuki's two Discharged ALIS records (429856, 429858) before any reactivation. +- Decide whether the 7 Discharged caregivers should be reactivated to Hired in ALIS (returning + staff?). If yes: build an `update`-format .xls (ALIS ID + Staff Status=Hired) via the `alis` + skill `build-import --format update` and upload in ALIS Staff -> Import. +- Decide whether Veronica Feller / Christine Nyanzunda should keep their extra ALIS roles or be + reduced to caretaker-only. +- Christine Nyanzunda appears on both the Memory Care admin row and the caregiver list — CSV + note asks "same person?" — confirm. + +## Reference Information + +- Staff CSV: `C:\Users\Howard\Documents\cascades-staff-2026-04-22-1434.csv` +- ALIS tenant: Cascades of Tucson, communityId 622; API read-only for staff (writes via .xls upload) +- alis skill: `.claude/skills/alis/` ; creds vault `clients/cascades-tucson/alis-api-howard-user.sops.yaml` +- Roster snapshot: 107 Hired staff as of 2026-06-29