Your Dashboard is designed to help you keep Helper (Care/Support Worker) Verifications up to date and to flag Missing Requirements between Memberships and Helpers.
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For more information on the Uninvestiated Observations and Membership Review section of the Dashboard, please refer to the Quick Start Guide for Care Managers.
Getting started
You'll first need to be added as a staff member to an existing Community. As a staff member, you can be added to more than one Community.
Sign in to your Admin Account
Select the Settings icon on the left-hand side menu bar
Select Communities
Next to the applicable Community, select the menu button
Select Manage staffers
Select New Staff Member
Select the Staffer and Role from the dropdown lists
Enter a custom Title if applicable
Select Save
You will now be able to view this Community on the Dashboard
Community Summary
This section will list the Communities you are listed as a staffer member. To add more Communities, refer back to the Getting Started section in this support document.
Helper Verifications
This shows Helpers that have verifications that need to be kept updated (or removed). The dashboard shows which verifications will expire in the next 90 days. You will have to make arrangements with the Helper to provide an updated document. If the Helper doesn't require the Verification then the Verification can be removed.
You will see a section that outlines the expiration timeline of verifications, the Status column flags nearing expiry and a column to the right shows the number of days the verification has to run.
Matches Missing Requirements
This section shows contracts between incompatible Helpers and Memberships and lists the missing requirements.
If helpers listed either don't have the verification, or the verification has expired, you have a couple of courses of action:
Add the verification to the Helper
Expire the contract between the 2 parties
or more dramatically depending on your internal protocols:
Remove the requirement from the Membership. Please only do this if the Membership is set up incorrectly
Archive the Helper
Archive the Membership
I have a question about this, how can I get help?
The Lookout Way team are happy to answer any questions you have. If you have any questions, feel free to get in touch with our team via the chat box in the bottom right-hand corner of this screen.