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:
- Published News
- Draft News
- Articles for Staff
- Articles for Clients
- Articles for Volunteers
- Articles for Family & Friend
Users can also filter the articles displayed by category:
- All Categories
- Information
- Finance and Money
- Technology for Elders
- COVID-19
- 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
- go to Community -> News
- list of Articles is displayed here (if any)
- Article list is grouped. Users can change them anytime by selecting from the list of options
- Users can filter the list by selecting a category from this dropdown
Steps to Create a News Article
- Create new Article by clicking on the Create News button
- a popup window will appear. enter all necessary information and click on Publish or Save button after you're done
- notice this highlighted section. Articles' audience can be targeted / managed thru these checkboxes
- 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
Related
- Organisation users can link a service to an article thru Settings -> Services
- click on any service and a popup will appear
- scroll down to the Related Contents section, you can select which article or video (already uploaded) is related to this service
Related Articles
How To Guides & Related Policy and Procedures on a Booking
There are instances that a certain service should be accompanied by additional information related to it such as how-to guides, instructional videos or even policies associated with it. This will greatly help the staff on performing their tasks and ...How to Create a News Article (with related Services, Form Formats, and Attachments)
Why would you create news articles? An organization can add articles or blog content, updates to policies and procedures and more on their system, which can then be accessed by staff or residents in the mobile app. Think of this as your content ...Getting Started with Social Groups
A social group is a feature that allows your organisation to bring together clients who share common interests or require similar services. These groups can be created for various purposes, such as organising activities, coordinating services, or ...How to Set Up Client MPAS
Social group events help participants, such as elders, NDIS participants, and individuals involved in respite centers, Supported Independent Living (SIL) households, and group activity programs, stay connected by engaging with others who share ...
Request an Article or Guide
We are keen to know what you want to know more about? Let us know on chat or raise a ticket for an article or topic you would like covered in more detail. We have a team of technical writers and learning content creators keen for your suggestions.