Add Types

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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

Config
The required fields will change based on the Type selected. 

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 this policy was last reviewed
  • By - Who was responsible for reviewing the policy

Competency For Items

  • Description - Name of the competency
  • Type - Competency For Items
  • 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
  • Items Tab - The Items that are related to this competency


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