Policy and Procedures Available On Services

Policy and Procedures Available On Services

Overview

Providing services to clients would be difficult if one doesn't know how to deliver that particular service correctly. Organisations most often have a set of rules or guidelines on how their staff should implement the services offered by the Organisation. Without these rules or guidelines, one staff could deliver a service differently from another staff which might impact the Organisation negatively.

The Management Portal allows Organisations to setup their Policies and Procedures by letting them upload Articles or Videos so that their staff could view and study these on the mobile app. 

Usage

Articles and Policies and can be viewed, created and uploaded, and modified thru Community -> News.

The list displayed on the management portal is grouped by:
  1. Published News
  2. Draft News
  3. Articles for Staff
  4. Articles for Clients
  5. Articles for Volunteers
  6. Articles for Family & Friend
Users can also filter the articles displayed by category:
  1. All Categories
  2. Information
  3. Finance and Money
  4. Technology for Elders
  5. COVID-19
  6. Lifestyle and Wellbeing
Users can link an article(s) to a service by specifying which service the article is for from the Related Services dropdown field on the News Article popup window

Users can link services to articles by specifying which article that particular service relates to from the Related Contents section on the Service popup window

Steps to View Articles

  1. go to Community -> News


  2. list of Articles is displayed here (if any)


  3. Article list is grouped. Users can change them anytime by selecting from the list of options


  4. Users can filter the list by selecting a category from this dropdown

Steps to Create a News Article

  1. Create new Article by clicking on the Create News button


  2. a popup window will appear. enter all necessary information and click on Publish or Save button after you're done

  3. notice this highlighted section. Articles' audience can be targeted / managed thru these checkboxes
     

  4. notice this highlighted section. This is where Organisations can define if the article they're creating is a Policy or Procedure for a specific service that they offer


  1. Organisation users can link a service to an article thru Settings -> Services


  2. click on any service and a popup will appear


  3. scroll down to the Related Contents section, you can select which article or video (already uploaded) is related to this service


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