How can I review a Staff Action Plan

Reviews of Staff Action Plans can take place at any time, as needed.

These reviews can be documented and tracked on the Review tab within the Staff Action Plan itself.

Access the Staff Action Plan Review tab:

• Open a Staff Action Plan from the Staff Action - SAP list, or navigate to a Staff Action Plan from the Care Plans/Life Plans page
• Select the Review tab

Schedule the Plan Review:

• Click on the '+' to add a new Review (conversely, if you wish to delete a review, select that review and click on the '-')

• Enter the initial Review details including the location where the review will be occurring, the expected / invited attendees, the agenda, and the expected approvers of the review.

• Click Save to Save the Review.

Perform the Staff Action Plan Review

• When it is time to perform the Staff Action Plan Review, access the Review tab in the Staff Action Plan
• Open the Review by clicking its ID

Add Review Notes and Save Review

• As the Review takes place, make any updates to the location, attendees, and/or approvers as necessary
• Capture notes about the Agenda and the Review discussion
• Save your entries by clicking on the Save button

• Upon Saving, the review will be saved within the Staff Action Plan

View and / or Edit the Review

• Click on the Review's ID to open and view and/or edit the Review Meeting Details and Notes

Follow the Review

Follow this Review and receive notifications any time the Review is updated, by clicking on the Follow button (this will create a notification policy which will email you any time the Review is updated).

Be sure to Save the addition of the Review, as well as all of the changes and updates to your Staff Action Plan