Tag Archives: documents

Staff_Record

Staff Documents (ChildWare PLUS)

Note: The Staff Documents tab will only appear for agencies subscribed to ChildWare PLUS. To learn more about the additional system features available through an expanded subscription, visit the ChildWare PLUS page.

To quickly view and add a variety of documents for each employee, navigate to the Documents tab. This tab compiles documents uploaded here and on several other tabs in the staff member’s record.

From the Documents tab you can:

  • add a new document (using the ‘Add Staff Document’ button); and
  • print a report of all employee documents (using the ‘Print Document List’ button).

staff document tabThe Document Type menu contains many options listed in alphabetical order to help find the document you want to add. After selecting a document type, upload your document (see instructions for uploading files here).

documentation type menu

Press ‘OK’ to save the new document.

The Documents tab also allows you to print a report of all saved documents for a staff member with the ‘Print Document List’ button. The report will open as a new tab or window in your browser and can be reviewed or printed, as needed.

ChildWare PLUS, Child_Record

Documents (ChildWare PLUS)

Note: The Documents tab will only appear for agencies subscribed to ChildWare PLUS. To learn more about the additional system features available through an expanded subscription, visit the ChildWare PLUS page.

To quickly view and add a large variety of documents for each child record, navigate to the Documents tab. This tab compiles documents uploaded here and on several other tabs on the child’s record. Please note: anywhere you see a document icon, as with the Admin tab, you can retrieve or upload documents.

admin tab

From the Documents tab you can:

  • add a new document (using the ‘Add Child Document’ button); and
  • print a report of all documents for a child (using the ‘Print Document List’ button)

documents tab

To view or add a comment to an existing document, click ‘Select’ next to the document you would like to edit.

add comment to existing document

You can to view the uploaded document by clicking ‘View Document’ or record a comment for this document. Remember to press ‘OK’ if you’ve added a comment in the text field.

existing document_add comment_view_document

While in the Documents tab, you may also want to upload a new document using the ‘Add Child Document’ button.

add child document

The Document Type menu contains many options listed in alphabetical order to help find the document you want to add. Single data fields, such as the Child Service Agreement, do not require further specification. Data found in grids, such as General Health Assessments, will require you to select the specific health assessment. After selecting a document type, upload your document (see instructions for uploading files here).

selecting document type

additional fields to select assessment_adding child document

uploading document

Press ‘OK’ when you are ready to save the new document.

The Documents tab allows you to print a report of all saved documents for a child with the ‘Print Document List’ button. The report will open as a new tab or window in your browser and can be reviewed or printed, as needed.

print document list

document list