Page Comparison

Configure Who Can Create Comm Log Posts

1. Logged in as a Site Administrator, navigate to (User Account Menu - cog icon top-right in site header) Site Administration

2. Configure Portal Settings

3. Click on 'Programs' portal to reveal the Pages within the portal

4. Click on 'Add Comm Log' page to reveal the page settings to the right

5. To limit which user groups can add comm log posts, move group(s) to the left box ('Do Not Have Access'). The 'Add Comm Log' QuickStart menu item will not display for these users.

Configure Who Can Post To Multiple Services

1. Logged in as a Site Administrator, navigate to (User Account Menu - cog icon top-right in site header) Site Administration > Application Settings
2. Select User Group(s) that can create Comm Log posts to multiple Services (  that the group has permissions to via the Site Administration > Security Manager: Programs and Residences)
3. Click save.

Now, when a user (who is a member of one or more of the selected groups) clicks on 'Add Comm Log' in the QuickStart, the form will display a multi Service selector.

Configure How Many Days Worth of Comm Log Posts display on the 'Initial Comm Log' page

1. Logged in as a Site Administrator, navigate to (User Account Menu - cog icon top-right in site header) Site Administration > Application Settings

INITIAL a Comm Log Post

Acknowledge/mark you have noted a Comm Log posting.

Recent postings are divided into views of Comm Log posts you need to Initial (acknowledge) and postings you have recently initialed.

To Be Initialed

1. After reading the post, carry out any instructions/actions necessary (if any) and check the 'Initial' checkbox of the posting.
2. If the post requires you to indicate whether an action required has been Completed, a pop-up will ask you to mark this post as 'Completed' or not.

This post will now move from the 'To Be Initialed' view to the 'All Recent Postings' view.

All Recent Postings

This view displays recent postings you have initialed.

The view also allows you to mark a post 'Completed' and to respond to a post after you have initialed the post.

ADD a Comm Log Post

Where permitted by the Site Administrator you can post a Comm Log to your Service colleagues and/or to Multiple Services colleagues.

Post to Your Service

Click the QuickStart menu 'Add Com Log';

1. Date: auto-selected to Today's date.

2. Staff: auto-selected to the logged in user as the poster.

3. Services: auto-selected to the Program/Residence in-focus.

4. 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.

5. Action Required?: Checking this box will require other staff to check an additional 'Completed' box to indicate they have carried out instructions.

6. 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.

Post to Multiple Services

See 'Post to Your Service' above; the only difference is that, where you have been permitted by the Site Administrator, instead of the field 'Program' or 'Residence' being read-only with the current Program/Residence in-focus, the form will now display a multi-Service picker from which you can select which Services will receive this Comm Log posting on their 'Initial Comm Log' page.

VIEW (Search) Historical Comm Log Posts

Click the QuickStart menu 'View Log' to display the 'View Communication Log' page;

1. Create a filter query to display the required historical posts;
   1. Start and End Date: Date range to filter Comm Log posts.
   2. Program / Home: auto-populated with program/residence form which 'View Log' link clicked.
   3. Search for items using text in the item comments (note: all AND controls. Date Range AND Program/Residence AND Posted by Staff: = (name) AND Initialed by Staff: = (name), etc)
      
      
      
   4. Advances Search Options: 
      1. Initialed: Sort by items initialed or not by the logged in user. 
      2. Posted by Staff: Sort by staff
      3. Initialed by Staff: initialed by a particular staff user account.
      4. Urgent: posts where the 'urgent?' checkbox was checked (yes) on creation of the post.
      5. Action: posts where the 'Action Required?' checkbox was checked (yes) on creation of the post.
         
         
         
2. When you have set your filter conditions click 'Submit' to display the results.