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, you can search at the bottom of this article in Related Articles or 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. Go to “Program Settings” and click on “Configurator or Program Activity Types or Program Report Types”.

Configurator gives access to all activities and reports in one location
Program Activity Types gives access to a list of activities
Program Report Types gives access to a list of 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 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, click 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.

Check “Optional” if this is not required for every case 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.

Related to:

extendedReach - General Case Management