Required Materials

Required Materials

1. Uploading a File: 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." So 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" > Once that is uploaded, click "file up"

2. Adding that "file" to Require Materials: They don't technically "sign" this. It will mark it as "Complete" though. Menu > Staff > Required Materials > Click the pen and pad icon to Create New > Name it and Save.

3. Marking Complete: To do this "switch to" your test staff member. 

 Menu > Staff > Staff Management > Use the two arrows to switch into "Sample Test" staff > Click open "Tasks" on the main page > Click the pen and pad icon to create a new Completion Record > In the drop down they will be able to select with document they are marking complete > Completion date and click "confirm."

4. To View Completed Materials: Go back into Require Materials and below you will see the table with "complete" and "incomplete" columns. Here is where you will see the title of Required Materials they have completed or haven't. 

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