How can I set up Staff Support Notes and Templates for the Staff Action Plan POMS Goals
  • 16 Oct 2023
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How can I set up Staff Support Notes and Templates for the Staff Action Plan POMS Goals

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Article summary

In the Text Blocks on the configuration page, users are able to set two Staff Action Plan related Staff Support Note text blocks:

  • Staff Support Note Template
  • Staff Support Perform Instructions

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Clicking on the Staff Support Note Template, users can create a template that can guide users on the information that is desired in the notes. (This template will display if the note is empty.):

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Clicking on the Staff Support Perform Instructions, users can be provided with instructions for filling in Support Notes:

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Viewing the Staff Support Note Instructions and Template

These text blocks display when viewing the Support Notes in a Staff Action Plan POMS goal.

Support Note Template:

Add a Staff Support in a Staff Action Plan POMS goal:

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When you click on the Supports for a POMS Goal in a Staff Action Plan, on the Staff Action Plan - Work Queue page, and then click Perform, both the Staff Support Perform Instructions and the Staff Support Note Template display:

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Support Note Perform Instructions:

To view the Instructions, click on the Instructions link on the displayed page clicking on 'Perform' (the Support action):

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The instructions will display:

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