The method you use to view a resident's eDossier depends on whether or not they are in your program.
To view an eDossier for a resident who is in your program:
1 Click the rolodexes tab on the left hand side of the screen.
2 Click the Residents tab in your Rolodex.
3 In the Resident Rolodex, click the resident's name. Their eDossier appears.
If the resident does not appear in your Rolodex (i.e., they are not in your program), you can still view their eDossier.
To view an eDossier for a resident who is not in your program:
1 Type one or more letters of the resident's last name in the "Find a Person" box in the top right hand corner of your screen. Click enter.
An individual may be listed under a slightly different spelling. This is why you only type the first few letters of their last name in the People Picker.
2 You are able to enter more criteria (ie first name or role) and search again, or if the name of the resident is listed, you just click on his/her name.
5 Click the Confirm button. The resident's eDossier appears.
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Even though you can see the resident's eDossier, this does not mean they have been added to your Rolodex or your program. To do this, please see Adding Residents to Your Rolodex. |
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