Purpose
Maintaining a record of assessments/reports submitted to the Ministry by the individual/family prevents the Ministry asking for something we already have access. By recording assessments/reports on the Health/Safety Summary, anyone who needs it knows it already exists. Obtain a copy of the report for your program’s records from the program/provider that has the original copy rather than asking the individual for it again.

Step by Step
Anchor Point: Details tab on Person Record

Create New

1. Select the Health/Safety Summary from left Navigation Panel
2. Select New and a form opens

3. Complete the fields of the form
4. Select Save

5. A listing of the new document will appear in the list page of the Health/Safety Summary tab
   
   

View Individual Document Details (entered in the form)

6. From the list page of Health/Safety Summary tab select the toggle beside desired entry
7. The details of the document and where staff can get a copy of it open to view

 

 

Note: There may be multiple entries for the same document type as time goes on

Related Information

User Guide Information:

• Details-View
• Appendix-Health_Safety Summary Comments by Document Type

 

Procedure Information:

• None