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Performance Management

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Documentation Dashboard Improvements
1
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complete

Weekly documentation email for business admins and account owners
Subject: Weekly Documentation Summary for [Customer Name] Here is your weekly documentation summary for [Customer Name]: # Expired # Expiring # Not Submitted # Submitted The following documentation is expired or is set to expire in the next 30 days: [Staff Name]: [Category] expired/expires [Expiration Date] Reminders are sent to staff about expiring documentation 90 days, 60 days, 30 days, 1 week, and 1 day before expiration. Final reminder sent on expiration date. The following documentation has not been submitted: [Staff Name]: [Category] assigned on [Assigned Date] by [Assigned By Name] Reminders are sent to staff about assigned documentation at the interval set on each category.
3
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complete

Require instructors to submit documentation
4
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complete

Voice notes in chat
5
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complete

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