How to Provide Feedback to Staff Members

Introduction

This help article assists supervisors in providing feedback to staff members within the Suite-ECM. The guide covers steps from accessing the relevant area to adding and managing feedback.


Accessing the Signature Screen   

  1. Navigate to the Menu: Start by selecting the Signature from the menu options. If you initially see only “Clients,” click to expand it for access to the Client Profile and Signature.

  2. Verify Access: Access is typically available to supervisors, depending on your security group settings.

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Utilizing Filters for Efficient Feedback Management

  1. Apply Necessary Filters: At the top of the Signature area, set filters to streamline the information display:
    • Program Filter: Set to default or specify a particular program.
    • User Group Filter: Adjust to view only those groups you manage.
    • Additional Filters:
      • Signed: Set to show unsigned items.
      • Days Since Activity: Filter for activities older than 30 days.


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Reviewing Entries for Feedback

  1. Explore the Signature Area: This area lists entries with details like Client ID, Activity Name, and Feedback Status. Look for assessments that need your signature.

     

  2. Examine Specific Assessments: Double-click an assessment to review:

    • Client details and activities completed.
    • Any existing feedback.
    • Navigate using the ‘Next’ button.

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Adding Your Feedback

  1. Provide Your Input: Choose a topic within the assessment, input your feedback, and save. Your feedback will be timestamped and associated with your name. A prompt will appear if you try to exit before saving.

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Viewing and Following Up on Feedback

  1. Check Feedback Status: In the Client's Activity List, feedback appears in the Feedback column, highlighted for visibility. On the Signature area, an "Incomplete" status shows pending case manager responses.
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  2. Monitor Updates: Refresh the Signature area periodically to see updated feedback responses.
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Conclusion

Supervisors can efficiently manage and provide feedback through the Signature area, ensuring comprehensive oversight and engagement. For further assistance, please contact your system administrator.