Setting Up the Staff Library

The Staff Library and Provider Library are structured similarly but managed in separate areas to keep documents and checklists organized for each group. 

Step 1: Access the Staff Library 

• Click the Settings icon at the top-right of any screen. 
• When the Settings menu appears in the top-left, select Staff Library from the list.

Managing Staff Documents 

To manage staff documents, the following options are available: 

• Add a Document: Click the Add Item button. 

• Edit a Document: Click the pencil icon to the right of the document row. 

• Delete a Document: Click the trash iconto the right of the document row. 

When adding or editing a document, the following options are available to customize the document: 

• Document Tab – Choose the tab where the document will be stored in the staff’s record. (For more details, see Managing Staff Tabs.) 
• Attachment – Attach a document that will automatically be included in any document request sent to the staff member or a fillable form the staff member can complete in the system.  See more on Fillable forms here. 
  • Example: Upload an offer letter.  The staff member can fill it out and upload it for approval. 
• Document Name – Enter the name of the document. 
• Workflow – Add functionality (such as Running OIG Report, State License Verification, etc) to the document. (For more details, see Assigning Workflows to a Document.) 
• Document Fields – Specify fields to be collected whenever this document is added to a staff member’s record. 
  • Effective Date- The date the document took effect. 

• • Next Due Date – The next due date for the document. 

• • Verified Date – The date the document was verified. 

• • Original Date of Issuance – The original issue date of the document. 

• • License Number – A field to collect license information. 

• • State – A dropdown list to select the state. 

• • Expiration Date – Track this date for notifications about document expiration. 

• • Expiration Alerts: The document can also be set to automatically send a renewal request when it's nearing expiration.