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Incidents may be used to track formal warnings or disciplinary actions taken with your employees. Incidents are similar to Documented Events, but due to the potentially sensitive nature of the contents, Incidents are only accessible within the Human Resources tab in the Relationships Management Module.

To view or add Incidents for your employees (Caregivers or Office Staff), open the Human Resources Module, tab, select the appropriate person in the Find Area and click on the Incidents tool under the Documentation drop down menu on the ribbon.

Then click Add on the toolbar to add a new Incident.

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