Viewing the Staff File

To view a staff member’s file: 

• Click Staff on the left side of any RFX screen. 
• In any category (Active, Pending, Inactive), click the View buttonnext to the staff member’s name. 
• Once in the staff member’s file, users can select another staff member using the option at the top-left corner of the screen. 

Staff File Overview 

The staff member’s file displays key information at the top, including: 

• Name 

• Department 

• Address 

• Phone Number 

• Email 

Actions Button 

The Actions button in the staff member’s file allows users to perform the following actions: 

• Edit Staff Information – Modify the staff member’s demographic and contact information.

• Add/Request a New Document – Add a document or request one from the staff member.
• Create a Checklist – Create a checklist for the staff member.
• Delete Staff – Remove the staff member from the system.
• Search SAM – Directs to the SAM website.

Staff Tabs 

The staff file contains several tabs to help users manage the staff member’s information. The tabs are organized as follows: 

Hardcoded Tabs (These tabs cannot be customized): 

• Profile 
  • Displays key staff member information, such as document statuses, sanctions, verification statuses, and additional demographic details. Any notes added when updating the staff member’s info will also appear here. 

• Pending 
  • Lists documents or tasks that are pending completion. For each pending item, users can: 

• • • Comment – Add comments to track communication about the document request. 

• • • Take Action: 

• • • • For requested documents: Cancel the request or send a reminder. 

• • • • For documents pending approval or waiting to be completed: Review the document and complete the approval or checklist process. 

• Learning
  
  • Displays completed courses with an option to view the course certificate. Users can also archive a course by clicking the archive buttonif needed.  
  • Shows pending courses. The "Take Action" button allows users to cancel or send a reminder for the requested course.  

• Gap Analysis 
  • Compares the staff member’s current documents against a checklist from the Staff Library and displays their status.   

• • Customize View: Users can drag and drop document cards to reorder them for analysis.

• • Print Button: Generate a PDF of the Credentialing Analysis, which can be printed or saved.

• Health File
  • A tab to store the staff member’s health information and control access for specific users.

Custom Tabs:

Tabs below Gap Analysis are created through the Staff Library function. For more information, see Setting Up the Staff Library.

For more information about managing the documents within the tabs, see Managing Staff Tabs.