Segmentation:

Display:

• All Viewable By Me - List all documents viewable (downloadable and/or updatable) by you
• Not Viewable By Me - List all documents not viewable (downloadable and/or updatable) by you
• Review Current - Displays all documents that are up to date as far as having been reviewed this period.
• Review Needed - Displays all documents that are awaiting review for this period.
• Reviewable By Me - Documents that can be reviewed by current user.

Checked Out:

• All - Displays all documents regardless of Checked Out Status
• Checked Out - Displays only documents that have been checked out.
• Checked Out By Me - Displays only the documents checked out by current user.

Region:  (If applicable)

• Displays documents accessible by selected region.

Location:  (If applicable)

• Displays documents accessible by selected location.
• Review Needed - Displays all documents that are awaiting review for this period.
• Reviewable By Me - Documents that can be reviewed by current user.

Tags:

• Tags can be entered on the fly and used to group documents together.
• Select the Tag (group) you wish to view and only documents containing that/those tag(s) will be displayed.

Save Segmentation:

• Check box and information in the Segmentation box will be saved and populated the next time you return to this page.

 

Results:

Add Document:   Click Button to add a new document.

Recommended Documents:   Click Button to view and/or add a document from the list of template documents on file.

 

Add Document:

    1)  Enter name and description. Name is mandatory, description is optional but recommended. Association (is optional) and will tie your document to the template document Accreditation Now has in its Document Section. Review Frequency should be selected based on how often you would like this document to be reviewed - the vast majority of documents required by CARF® need to be reviewed annually. You may change this later.

    2) Click Next Button.

    3) Tags: Click Edit Button, Enter the Tag or Group you would like this document to be grouped by. (You may enter multiple tags). Enter the Tag name and hit Enter Key and then repeat for any other Tags.

    4) Enter the Next Review Date you would like this document reviewed by.

    5) Upload New Version: Enter a description of why this document is being uploaded (Initial Load, Changes made for new standards, etc). Click on Browse Button and find the document you would like uploaded.

Access Control:

    Region: (If applicable) Select which Region should have access to this document. Leave All Regions listed if for all, remove any Regions the document shouldn't apply to.

    Location: (If applicable) Select which Location should have access to this document. Leave All Locations listed if for all, remove any Locations the document shouldn't apply to.

    Who can view this document? Select the individuals who should be capable of viewing this document. If you want all staff to have this capability, click the X to the left of your name and everyone (withing the Region/Locations) will be able to view.

   Who can update this document? Same procedure as Who can view this document.

   Who is in charge of reviewing this document? Select the staff member(s) responsible for reviewing this document. They will receive an email reminder when it is time for the document to be reviewed. (If you have reminders set up).

  Who should be notified if this document is not reviewed on time? Select the Staff Member(s) who should be notified if this document is not reviewed on time.

  Multi-Select: You may select and update multiple documents at one time. Once you select multiple documents you may;

• Add Tags; Enter the Tag you want to add and it will add to all documents selected.
• Modify Permissions; Enter the new set of permissions and they will be applied to all documents selected.
• Delete Documents; Delete multiple documents at one time.

   Multi-select updates cannot be done if you lack access to a document, if a document has been checked out or if you don't have update access to a document. This will be detailed once you select multiple documents showing you which documents your changes will affect and those that won't be affected.

   To download, review or check out a document, double click the document and the document details will be brought up in a modal window for you to do whatever you need to the document.