How does an Administrator upload an Attachment on behalf of Care Profile Owners?
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Created by: Ashley Narita
Modified on: Wed, 20 Jul, 2016 at 7:01 AM
From time to time, administrators may have the original of an attachment that a Care Profile Owners (i.e., parents, adult club members, adult participants, employees, etc.) needs to provide such as Asthma/Anaphylaxis plans for schools. When this happens, the administrator can upload it on behalf of the Care Profile owner. The Care Profile owner would then need to approve the attachment before it becomes part of the Care Profile.
There are two ways for an administrator to upload an attachment for a Safety Alert.
Through the Reports Menu
The "Missing Action Plans" report will highlight any members who have not completed their reporting requirements (typically Asthma & Anaphylaxis).
1. Go to Tools > Reports Menu.
2. Go to Missing Action Plans on the left navigation menu.
3. Click Upload on the corresponding safety alert.
4. A pop-up window will appear where you can upload the attachment.
5. Once it has been successfully uploaded, the pop-up window will close and you will be able to view the attachment you uploaded.
Through the actual profile
This will allow you to upload an attachment for a non-compulsory attachment Safety Alert.
1. Click on the three horizontal lines on a profile to bring up the profile menu.
2. On the left side, there is an Upload Action Plan button.
3. Select the relevant Safety Alert and attach the file by clicking on Choose File. Once done, click on Upload.
4. The rest of the process is done by the Care Profile owner. For more information on this, see the Knowledge Base article here.
Ashley is the author of this solution article.
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