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Applies To Version(s): 4 - Add-on: Contact Sales or your ShareVision Product Expert to order.

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.

Comm Log Add-On Requirements

  • You must subscribing to 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.


How to Configure the Comm Log Add-On

Configure Who Can Create Comm Log Posts

Your organization may want to allow certain (or all) Staff Users to create Comm Log posts to staff within their own Service.

  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.

The above applies for the Comm Log pages in the Residences Portal.



Configure Who Can Post To Multiple Services

Your organization may want to permit certain Staff Users to create Comm Log posts for 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 ( (warning) 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



Staff User Guide

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.

The Programs and Residences displaying in the available 'Services' (left) box will be the ones you (the logged in user) have been permitted to access.

VIEW (Search) Historical Comm Log Posts

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

Simple Search

  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. Comment Text CONTAINS: enter words or letter characters to search Comm Log posts that contain this word or letter string.

  2. Click 'Submit' to see the results of your search


Advanced Search

  1. Click "Show Advanced Search Options"
  2. Advances Search Options: 
    1. Initialed: Filter posts by items initialed or not by the logged in user. 
    2. Posted by Staff: Filter posts by staff
    3. Initialed by Staff: Filter posts by initialed by a particular staff user account.
    4. Urgent:
      1. "ALL": include Urgent posts
      2. "Show only Urgent Items": Displays only Urgent posts in your search results.
      3. "Hide all Urgent Items": removes Urgent posts from displaying in your search results.
    5. Action:
      1. "Show only Action Items": Displays only Action Required? (Completed?) posts in your search results.
      2. "Hide all Action Items": Removes Action Required? (Completed?) posts from displaying in your search results.
  3. Click 'Submit' to see the results of your search

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