Foster Care - Advanced Staff Documents and Training
Introduction
This article is meant to provide you with details about the extendedReach Staff Custom Forms. To build custom staff documents and staff trainings using the advanced
Custom Form Builder.
Prerequisites
You must be an Agency Administrator to access the “Administration” menu on the left side of your Workspace.
Instructions
Enabling Staff Custom Forms
This functionality can be enabled on the Organization Settings. To navigate to organization settings from the workspace go to Administration on the side menu>Organization Settings>Organization Preferences.
Image: “Organization Settings Staff Access Screen” 
Select the Settings tab and click Edit. Scroll to the Additional Settings section and search for "Staff: Advanced Staff Documents + Training (Custom Forms)”.
Check the box and click Save.
Image: “Organization Settings Screen”
Creating a Staff Custom Form
To create a staff Custom form, navigate to Administration on the side menu>Organization Settings.
There you will see two new options will appear: Staff Document Types and Staff Training Types.
Image: “Organization Settings Staff Access Screen”
Creating a Staff Document
Select Staff Document Types from the Organization Settings and then Add Document Type.
Image: “Add Document Type Screen”
To create a custom Staff Document, navigate to the Custom tab, where you will be able to access the custom form design space and tools. To have a Staff Document appear on a Staff Compliance tab check the Mandatory box on the Staff Document General tab.
Image: “Staff Document Type Screen”
Creating a Staff Training
Select Staff Training Types from the Organization Settings and then Add Training Type.
Image: “Add Training Type Screen”
To create a custom Staff Training, navigate to the Custom tab, where you will be able to access the custom form design space and tools. To have a Staff Training appear on a Staff Compliance tab check the Mandatory box on the Staff Training General tab.
Image: “Staff Training Type Screen”
Access/Adding Staff Custom Forms
Staff Trainings will still be accessible through Staff>Directory and then selecting the necessary staff member. (System administrators can also access this space through the Staff Profile) You will still be able to add documents or trainings that are not mandatory to the staff from this area as well as view the Staff Compliance tab.
Image: “Staff Compliance Tab Screen”
