Creating Required Materials

Creating Required Materials

Required Materials Workflow

Step 1: Uploading a File

Navigate to Menu > Resources > File Management > Double click the drawer called "MY AANIIE" > Double click the drawer labeled "CAREGIVERS".

 

Keep in mind: the file management feature works as a "tree." If you click Caregivers, all roles "above" caregiver will see this file. If you click Staff Management, all roles "above" Staff Manager will see this file, but caregivers will not.


Click "Add Files" in the bottom right corner > Once uploaded, click "File Up".

 

Step 2: Adding the File to Required Materials

Note: Staff don't technically "sign" this — it will mark the item as "Complete."

Navigate to Menu > Staff > Required Materials > Click the pen and pad icon to Create New > Name it and Save.

 

Step 3: Marking Complete

Staff can log into their Aaniie site via the web browser and on their main dashboard, select "Tasks" to complete the required materials or you can navigate to Menu > Staff > Staff Management > Use the two arrows to switch into your test staff member (e.g. "Sample Test") > Click open "Tasks" on the main page.

 

Click the pen and pad icon to create a new Completion Record > In the dropdown, select which document they are marking complete > Enter the Completion Date and click "Confirm".

 

Step 4: Viewing Completed Materials

Go back into Required Materials. Below the form you will see a table with "Complete" and "Incomplete" columns. This is where you will see which Required Materials each caregiver has completed or hasn't.


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