Communication Log (Comm Log) Add-on

Installation Notes

When the Comm Log Add-On is installed there are two lists included in your site.

Also, three (3) links are added to the (QuickStart -) Program Details Links and (QuickStart -) Residence Details Links lists;

• Add Log
• Initial Log
• View Log

How to Configure the Comm Log Add-On for Staff Use

To set up the Comm Log for Program and Residence staff two things need to be done;

1. Enable the Comm Log Add-On pages for Program and Residence Staff to access the Comm Log Add-On features.
2. Advise/train staff users in how to use the features.

Enable the Comm Log Add-On

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 link 'Initial Log';

1. Date: auto-selected to Today's date.
2. Staff: auto-selected to the logged in user as the poster.
3. Program or Home: auto-selected to Program/Residence from which 'Add Log' link was clicked.
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. Staff Comments - Action Required?: Checking this box will require other staff to check an additional 'Completed' box to indicate they have carried out instructions.
6. Staff Comments - Urgent?: Checking this box will display the post text in red font.
7. Supervisor Comments: Highlights a Manager's or Supervisor's comments by grouping on page (see image below). ('Action Required?' and 'Urgent' have the same functionality as for the Staff Comments.)
8. When complete click  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.

How the settings used above are displayed within the Comm Log 'Initial Communication Log' after the post(s) are created;

Initial Log

Click the QuickStart link 'Initial Log' to display the 'Initial Communication Log' page. (see image above also)

1. 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 and click . 
2. If no Communications are needed to be initialed the following screen will display

View Log

Click the QuickStart link '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. Other filtering controls (note: all AND controls. Date Range AND Program/Residence AND Posted by Staff: = (name) AND Initialed by Staff: = (name), etc)
      1. Posted by Staff: post creator.
      2. Initialed by Staff: initialed by a particular staff user account.
      3. Urgent: posts where the 'urgent?' checkbox was checked (yes) on creation of the post.
      4. Heading: this relates to whether the post was a 'Staff Comment' or a 'Supervisor Comment'.
      5. Initialed: returns posts that have not been initialed by any user.
      6. 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.

View Communication Log page displaying results returned from a filter query;