Adding Activities and Reports to Compliance Checklist

Content

  • Introduction
  • Explanation and Purpose of Compliance Checklist
  • Security Level Requirements and Access
  • Adding Activities/Reports to Compliance Checklist

 

Introduction

This article is meant to provide you with details about adding Activities and Reports to the Compliance Checklist. If you have a question not addressed here, contact support at support@extendedreach.com. 

 

Explanation and Purpose of Adding Activities/Reports to Compliance Checklist

Adding an Activity or Report to the Compliance Checklist allows users to quickly and easily access items that require timely and frequent attention.

 

Security Level Requirements and Access

You must be an Agency Administrator to access the “Administration” menu on the left side of your Workspace. You can access Case Activities or Reports under Program Settings > Program Activity Types or Program Report Types” or from the Configurator. You can access Home Activities or Reports under Organization Settings > Home Activity Types or Home Report Types or from the Configurator. All case and home activities and reports are available under the Organization Settings > Configurator.

  • Configurator gives access to all activities and reports in one location
  • Program Activity Types gives access to a list of case activities
  • Program Report Types gives access to a list of case reports
  • Home Activity Types gives access to list of home activities
  • Home Report Types gives access to a list of home reports

 

Adding Activities/Reports to the Compliance Checklist

Configurator – Editable Checklist View
You can access certain features to update using the Editable Checklist view in the Configurator, including selecting/changing the Compliance Checklist Category. In the Configurator click on Show on the top menu bar, select Editable Checklist and expand the section with the activity or report or click Expand All on the top menu bar.  Click Edit next to the activity or report and the first field is the checklist category.  Select the Compliance Checklist Category for the activity or report and click Save.  The Editable Checklist allows quick and easy access to all activities and reports when you need to update/change Compliance Checklist Categories. 

 
Editing the Activity or Report
Select the report or activity to show on the Compliance Checklist and click Edit.  On the General Tab in the "Configuration" section, select the setting “Show in Compliance Checklist” and then select the Checklist Category in the new field displayed at the bottom of the screen.  NOTE: Agency Administrators can add additional Checklist Categories for cases under Program Settings > Programs > Settings and for homes under Organization Settings > Organization Preferences > Keywords > Foster Home.

 

Check “Optional” if the activity or report is not required for every case or home on the compliance tab and it will live under a “hidden, optional items” link on top of the compliance tab.  If a user adds an optional item, it will then always display on the compliance tab for that case or home.

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