This feature allows you to keep a log of all your interactions, store documents, and add notes against an employer. This ensures all information about the employer is held in a single space for all staff to access. The following instructions outline how to attach documents, add interactions, or add a note against an employer:
Note: The employer will not be able to see what you add against them. This is accessible only to college staff.
1. Log in to Navigate.
2. Click into the Employer's module.
3. On the top right of the employer's module, you will see a search tab 'Search for an Employer'.
4. Type in the name of the employer you'd like to add a note / document / interaction against and select the correct employer from the drop down options. This will open up the Employer Record a seen below:
5. On the top right of the employer record, there are 3 buttons:
(1) Add Document - i.e. health and safety risk assessments, COVID workplace RA's, etc...
(2) Add Note - i.e. a note you'd like other staff members to be aware of for example 'the employer is on holiday from x'
(3) Add Interaction - a meeting, phone call, etc...
6. Click on the button that applies and fill out the form.
7. Once filled out, click on the save icon on the top right of the form. This will save the document/note/interaction permanently against the employer record audit trail for all other staff members to view.
If you would like to download and share a step by step guide including screenshots, please download the PDF below.