Required Materials & Completion Records

Required Materials and Completion Records allows for the creation and tracking of documents that staff members need to complete, such as training materials or compliance forms. Completion Records are logged once staff members indicate they have reviewed these materials, and this screen offers a centralized view of completed and incomplete materials.

Navigate to Required Materials

Navigate to the required materials feature in Menu > Staff > Required Materials.

Create New Required Materials

1. To create new required materials, click the Create New icon.

2. Under Required Material Management, enter the Name of the Required Material Item. When finished, click save.

1. An item which is no longer required may be deactivated by clicking the Deactivate checkbox to the right of the name.

3. Once entered, you can view the list of Active Required Materials. To edit a Required Material, you may click the pencil icon.

4. This is useful to deactivate an unneeded material.

Uploading a File

1. To upload a file you wish your staff to read and acknowledge, navigate to Menu > Resources > File Management.

2. On the File Management screen, double-click the MY AANIIE drawer > double-click the drawer labeled CAREGIVERS. 

1. The file management feature works as a tree. So if you click Caregivers, all roles with more permissions than a caregiver will see this file. If you click Staff Manager, all roles with more permissions than a Staff Manager will see this file, but caregivers will not.

3. Click "add files" in the bottom right corner > Once that is uploaded, click "file up."

Creating Completion Records

1. To create a Completion Record, your caregiver should click Tasks on the main, My Aaniie page. 

2. Then, click the pen and pad icon to create a new Completion Record. 

3. From the Material Completed drop-down menu, select the document you wish to mark complete, enter the Date of completion, and click Confirm.

View Completion Records

1. To view the materials your staff have completed, return to the Required Materials screen in Menu > Staff > Required Materials.

2. There, you will see a table with columns labelled Complete and Incomplete to denote the materials your caregiver has completed or has yet to complete.

Need Assistance?

Our dedicated Customer Support team is available anytime to help you out. If you have questions or need assistance, please call us at 715-227-3768 or email support@aaniie.com. Also, don't miss our upcoming webinars and training sessions—visit our Webinar & Training Calendar for more details.