Add Types

In this section, learn how to build out the Education Types that will be managed in the module.

Start Adding Types

1. Select Add in the Education Module > Types home screen.

2. Fill in the required fields.

3. Add Learning Materials

Required Fields by Type

Competency

• Description - Name of the competency
• Type - Competency
• How Often - How often this competency must be renewed or administered
• Workflow - If the competency will limit workflow accessibility based on status, select the workflow Requirement
• Facility - If this competency is only applicable to specific facilities, select them to remove the "All" tag
• Groups - If this competency only applies to a certain group of people, select the Group
• Last Reviewed - The date when this competency was last reviewed
• By -Who was responsible for reviewing the competency

Certification

• Description - Name of the certification
• Type - Certification
• Link - If needed, add a link for reference (link to certification details, required test, etc)
• How Often - How often this certification must be renewed or administered
• Workflow - If the certification will limit workflow accessibility based on status, select the workflow Requirement
• Facility - If this certification is only applicable to specific facilities, select them to remove the "All" tag
• Groups - If this certification only applies to a certain group of people, select the Group
• Last Reviewed - The date when this certification was last reviewed
• By - Who was responsible for reviewing the certification
• Grace Period Months - Designate the number of months staff will be able to log in to Sonar beyond certification expiration

Policy

• Description - Name of the policy
• Type - Policy
• How Often - How often this policy must be renewed or administered
• Workflow - If the policy will limit workflow accessibility based on status, select the workflow Requirement
• Facility - If this policy is only applicable to specific facilities, select them to remove the "All" tag
• Groups - If this policy only applies to a certain group of people, select the Group
• Last Reviewed - The date when thispolicy was last reviewed
• By -Who was responsible for reviewing thepolicy

Competency For Items

• Description - Name of the competency
• Type - Competency For Items
• How Often - How often thiscompetency must be renewed or administered
• Workflow - If thecompetency will limit workflow accessibility based on status, select the workflow Requirement
• Facility - If thiscompetency is only applicable to specific facilities, select them to remove the "All" tag
• Groups - If thiscompetency only applies to a certain group of people, select the Group
• Last Reviewed - The date when thiscompetency was last reviewed
• By -Who was responsible for reviewing thecompetency
• Items Tab - The Items that are related to this competency

• Items Tab - The Items that are related to this competency