Staff Training and Documentation

Content

  • Introduction
  • Overview of Staff Training and Documentation
  • Configuring Your Staff Compliance Checklist
  • Two Ways To Begin Using the Staff Compliance Checklist
  • Staff Access to Compliance Checklist

Introduction

This article is meant to provide you with an overview of staff training and documentation in extendedReach. 

If you have a question not addressed here, you can search at the bottom of this article in Related Articles or contact support at support@extendedreach.com.

Overview of Staff Training and Documentation

extendedReach provides you with the ability to create a custom “Compliance” checklist, which ensures your staff are meeting training and documentation requirements.

  • You must be an Agency Administrator to access this checklist which appears on the “Staff” screen on the “Compliance Tab”.

Image: “Compliance Tab: Staff Screen”

Configuring Your Staff Compliance Checklist

1. Go to the Organization Preferences screen.

2. Click the “Keywords” tab and then click the “Staff” sub-tab.

Image: “Compliance Tab Configuration”

You will see four boxes on this screen:

  • Staff Documents (Mandated)
  • Staff Documents (Other)
  • Staff Training (Mandated)
  • Staff Training (Other).

3. Enter information

  • Type the document name (one per line) you wish to track on the checklist in the “Staff Documents (Mandated)”.
  • Type training topics (one per line) you wish to track on the checklist in the “Staff Training (Mandated)”.
  • You can add other commonly used document title and training topics in the respective “(Other)” list boxes. (You can always add miscellaneous documents and training topics during data entry – so you don’t need to make this an exhaustive list).

4. Click “Save” to save the document and training lists.

Two Ways To Begin Using the Staff Compliance Checklist:

Option 1. Add a New Staff Document

  • Go to the Staff Directory and click on the name of any of your staff.
  • Click the “Add Document” button.

Image: “Add New Staff Document”

  • Select the document “Title” or click the green “+” icon to add a new type.
  • If the document expires, type in the expiration date (otherwise leave the “Expires” date blank.
  • If you wish to add an attachment to the document screen, click the paperclip icon to attach the file. Only Administrators and Restricted Staff Administrators can access attachments on the Document screen.
  • Click “Save”
  • The saved document will appear on the “Documents” tab.
  • If the saved document title appears on the “Mandated” list it will also appear on the “Compliance” tab.

Option 2. Add a New Staff Training

  • Go to the Staff Directory and click on the name of any of your staff.
  • Click the “Add Training” button.

Image: “Add New Staff Training”

  • Select the training “Topic” or click the green “+” icon to add a new type.
  • If the training expires, type in the expiration date (otherwise leave the “Expires” date blank.
  • If you wish to add an attachment to the document screen, click the paperclip icon to attach the file.
  • Click “Save”
  • The saved training will appear on the “Training” tab.
  • If the saved training topic appears on the “Mandated” list it will also appear on the “Compliance” tab.

Staff Access to Compliance Checklist

Click the “Compliance Tracking” option on the side menu. This list is exportable to Microsoft Excel.

Image: “Compliance Checklist Staff Access”

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