Professional Standards

Staff > Professional Standards

Use this page to add multiple staff members to each class roster. Classes can also be tracked on each individual staff member. Note: the Course must be created in Configuration prior to adding the class record.

Professional Standards Screen

Screenshot of the Professional Standards Screen as described on this page.

  1. Search - search by class name, training provider, or course name

  2. Include Inactive - check to include inactivated classes in results

  3. Reset - click to reset search parameters

  4. Add New Class - click to add a new class record
    Screenshot of the Add New Class modal as described on this page.

    1. Name - enter class name

    2. Date - enter class date

    3. Training Provider - enter training provider name

    4. Courses - select course(s) covered by class

    5. Hours - notice the calculated hours based on the selected course(s). Modify if needed.

    6. Staff Tags - select staff tag(s) or All to pre-populate staff to the class roster

    7. Staff Type - select staff type(s) or All to pre-populate staff to the class roster

    8. Cancel - click to return to the previous screen without creating a new class

    9. Save - click to create the class and be redirected to the individual class screen

  5. Class Name - click to sort by class name

  6. Training Provider - click to sort by training provider

  7. Course Names - notice course name(s)

  8. Date - click to sort by class date

  9. Topics - notice course topic(s)

  10. Hours - click to sort by class hours

  11. Pencil - click to be redirected to the individual class screen

  12. < > - click to scroll through pages

Individual Class Screen

Screenshot of the Individual Class screen as described on this page.

  1. Notice the Class Name, Course Name, Category, and Subject(s)

  2. Print Class Roster Report - click to generate a copy of the Professional Standards Class Roster Data Report for this class

General Tab

Screenshot of the Professional Standards general tab as described on this page.

  1. Name - change the class name if needed

  2. Date - change the class date if needed

  3. Training Provider - change the training provider name if needed

  4. Hours - change the hours of credit if needed

  5. Class Summary (optional) - enter a summary of the class

  6. Identifier - click to sort by staff identifier

  7. First Name - click to sort by staff first name

  8. Last Name - click to sort by staff last name

  9. Assignment - notice the staff member's assigned building and staff type

  10. Select an attendee - search by staff name or identifier to add staff to the class

  11. Delete - click to delete the class

  12. Close - click to close the class and return to the previous screen

  13. Save - click to save changes

Attachments Tab

Documents can be attached to this page as a reference.

Screenshot of the Professional Standards Attachment Tab as described on this page.

  1. Description - search by attachment description

  2. Reset - click to reset search parameters

  3. Add New Attachment - click to add a new attachment
    A screenshot of the upload attachment modal as described on this page.

    1. Description - enter attachment name

    2. Choose File - click to choose a file from the user's computer to attach

    3. Cancel - click to return to the previous screen without adding the attachment

    4. Upload - click to upload the attachment

  4. Description - click to sort by attachment description

  5. Size - click to sort by attachment size

  6. Date - click to sort by attachment upload date and time

  7. Download icon - click to download a copy of the attachment

  8. Trash Can icon - click to delete the attachment

  9. < > - click to scroll through pages

  10. Close - click to return to the professional standards search screen