Tabs are the same in both staff and provider files, but they may be set up differently. This document will help you navigate a staff member’s file.
For information on how to access the staff member file and the Gap Analysis tab, refer to Viewing the Staff File.
For details on how to name tabs and associate specific documents with them, see Setting Up the Staff Library.
Helpful Hint: If a tab name is changed in the Staff Library, it will automatically update for all staff.
Any tab below the Gap Analysis tab is customized in the Staff Library. Documents are assigned to these tabs to help organize the staff member’s file.
Each tab is organized the same way:
- The document viewer is in the middle.
- Active documents and the option to add documents are at the top right.
- Pending documents (if any) are on the middle right.
- Archived documents are at the bottom right.
The active and archived sections will still appear even if there are no documents in these areas.
Documents that are expired or near expiration will have a colored dot next to them for quick reference.
Active Documents
- Click on the document name (in blue text) to open it in the document viewer.
- Any dates related to the document will appear in the middle of the section (if applicable).
- Users can edit the document, such as changing the dates, description, or archiving it.
- A document request can be made to the staff member to obtain a new document. (See Requesting Documents.)
- Documents can be archived directly by clicking the archive icon
.
Pending Documents (if present)
- This section allows the user to quickly resend or cancel the staff member’s request by clicking Take Action.
- This area also shows the last time the staff member was contacted to obtain the document.
- To comment on the pending document, click the Pending tab at the top of the staff member’s file.
- For information on how to manage the Pending documents, see Requesting Documents.
Archived Documents
- The number of archived documents is shown in a colored box
. - When expanded, users can edit or delete the document (as with active documents).
Must Know! Deleted documents are permanent and cannot be recovered.