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Applies To Version(s): 4 - Add-on: Contact Sales or your ShareVision Product Expert to order. |
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Overview
The Communication Log Add-on enables users to easily note that they have read or followed the instructions of a posted communication. This is useful when the organization needs to track staff compliance to specific communications. The Comm Log Add-On is not intended as a forum or instant messaging feature. The Add-On consists of a group of three links (Add Log, Initial Log, View Log) displayed in the QuickLaunch/QuickStart when visiting Program or Residence pages. The Comm Log filters posts by Programs and Residences. Linked pages allow posting of a communication, 'initialing' by the logged in user of other users' posts and a filtering/search page to view historical communication posts.
The communication log allows staff to post comments to all other staff in a Program or Residence, with a mechanism for colleagues to "initial" that they have read the post(s). The log tracks what has and has not been initialed and provides a resource to view historical posts.
To use the Comm Log
You must have purchased this add-on.
- You must have a user account to login.
- You must have security permissions granted to access the Program (or Residence) Details Page of the program or residence you wish to view/add/edit communication items.
Installation Notes
When the Comm Log Add-On is installed there are two lists included in your site.
Also, three Three (3) links are added to the Program (QuickStart -) Program Details Links and Residence (QuickStart -)Residence Details Links lists;
- Add Log
- Initial Log
- View Log
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How to Configure the Comm Log Add-On for Staff Use
- Enable the Comm Log Add-On pages for Program and Residence Staff to access the Comm Log Add-On features.
- Advise/train staff users in how to use the features.
Enable the Comm Log Add-On
- Go to the Portal Settings page
- Enter Groups you wish to have access to the pages.
Staff User Guide
Add Log
Post a communication you wish Program or Residence colleagues to initial that they have read or responded to it.
Click the QuickStart menu 'Initial Log';
Date: auto-selected to Today's date.
Staff: auto-selected to the logged in user as the poster.
Program or Home: auto-selected to Program/Residence from which 'Add Log' link was clicked.
Staff Comments: general communication text area. Creation of a post will require other staff to check an 'Initial' box to indicate they have read and taken notice of the post.
Staff Comments - Action Required?: Checking this box will require other staff to check an additional 'Completed' box to indicate they have carried out instructions.
Staff Comments - Urgent?: Checking this box will display the post text in red font.
When complete click "Create" to post to other Program/Residence staff. The Comm Log Add-On will include you, the poster, as initialed/read since you created the post.
Initial Log
Click the QuickStart menu 'Initial Log' to display the 'Initial Communication Log' page. (see image above also)
- Check the boxes 'Initial' and 'Completed' as applicable for all posts you wish to initial (the system reports your user account) you have read/carried out.
View Log
Click the QuickStart menu 'View Log' to display the 'View Communication Log' page;
- Create a filter query to display the required historical posts;
- Start and End Date: Date range to filter Comm Log posts.
- Program / Home: auto-populated with program/residence form which 'View Log' link clicked.
- Other filtering controls (note: all AND controls. Date Range AND Program/Residence AND Posted by Staff: = (name) AND Initialed by Staff: = (name), etc)
- Posted by Staff: post creator.
- Initialed by Staff: initialed by a particular staff user account.
- Urgent: posts where the 'urgent?' checkbox was checked (yes) on creation of the post.
- Heading: this relates to whether the post was a 'Staff Comment' or a 'Supervisor Comment'.
- Initialed: returns posts that have not been initialed by any user.
- Action: posts where the 'Action Required?' checkbox was checked (yes) on creation of the post.
- When you have set your filter conditions click 'Submit' to display the results.
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