What is Compliance?

Compliance is a feature of the Fisdap Scheduler that allows you to assign requirements to your students and instructors, and track their progress as they complete each one. Requirements can be anything from immunizations, to training, to background checks and fingerprinting - basically anything you need to keep track of. Once requirements are assigned, you can see whether or not your students are compliant to attend their shifts by viewing their compliance status on the calendar.

Compliance also works with Shared Scheduler and allows you to share requirements among the programs in your network. This ensures that students from all programs in the network are held accountable to a shared set of requirements that are set by the sharing Admin.

 

Create Requirements


To add a new requirement,
1. Go to the orange Account tab.
2. Click on the Requirements link (under Program Settings).

OR

1. From anywhere in the Scheduler, go to the Compliance drop down menu.
2. Click on the Requirements link.
3. Click on the + Requirement button.


4. Enter all of the information about the requirement you are adding and click Save.

As you move through this page, you'll see:

  • A list of standard requirements to choose from, such as background checks or immunizations.
    • We recommend selecting from the standard list where possible because the uniformity will make it easier to share requirements with other programs.
    • Certainly, if you have a requirement that is not in the standard list, you can click the Create custom requirement link.
  • Choose if the site is global for the whole program or site-specific.
    • Program Requirement is the default. The sentence will read "People need to fulfill this requirement regardless of sites they are attending.
    • For Site Requirements flip "regardless of" so the sentence reads "People need to fulfill this requirement for specific sites they are attending.
  • Next, decide who you want to assign the requirement to. You have many variables for this.
    • Assign the requirement to all active students and instructors for a due date. 
    • Assign the requirement to specific students or instructors for a due date. 
    • Don't assign the requirement to anyone. 

 

Assign Requirements

To assign an existing requirement,
1. Go to the orange Account tab.
2. Click on the Requirements link (under Program Settings).

OR

1. From anywhere in the Scheduler, go to the Compliance drop down menu.
2. Click on the Requirements link.
3. Locate the requirement (or requirements) you would like to assign and select by clicking the checkbox.
4. Click the gray Assign button.


• To assign to students:

Select student names and move them into the Selected Students list to assign the requirement to them, or into the Available Students list to unassign it. (If you have a long list of Available students, you can use the filters to narrow it down, or type your student’s name in the search box.) Once you have configured your students, use the date picker to select when the requirement will be due and click Save.

• To assign to instructors:

In the “Select from a list of” option, flip the button to “instructors”. Select instructor names and move them into the Selected Instructors list to assign the requirement to them, or into the Available Instructors list to unassign it. Once you have configured your instructors, use the date picker to select when the requirement will be due and click Save.

 

Manage Requirements

If there is a requirement in your system that you no longer want to use, you can deactivate it. Deactivated requirements will not show up anywhere beyond your Manage Requirements page and will not affect the compliance statuses of the people it was previously assigned to. For all intents and purposes, it will be invisible (but you can reactivate it at any time, and all assignments and compliance statuses will return when you do).


To deactivate a requirement,
1. Go to the orange Account tab.
2. Click on the Requirements link (under Program Settings).

OR

1. From anywhere in the Scheduler, go to the Compliance drop down menu.
2. Click on the Requirements link.
3. Locate the requirement you would like to deactivate in the list and toggle the switch to Inactive.
4. Click Ok to confirm.

 


Program and Site Requirements

There are two types that you can choose between when setting up requirements: Program and Site.

Program Requirements :

This type is ideal for requirements that you want people to fulfill regardless of sites they will be attending when they go on their shifts. If someone does not fulfill a Program requirement, they will look non-compliant for all of their shifts. An example of a Program requirement might be: Get Student ID Photo Taken.

If you are using Shared Scheduler, note that Program requirements cannot be shared and are visible only to people from your program. People from other programs in your network cannot see your students’ Program requirements. Therefore, if your student is non-compliant for a Program requirement, they will appear non-compliant to you, but they will appear compliant to people from other programs in your network. This allows you to track requirements that are important to your program independently of requirements that are important to the Admin of the site you are sending people to.


Site Requirements :

This type is ideal for requirements that you want people to fulfill for specific sites. If someone does not fulfill a Site requirement, he will look non-compliant only for shifts that take place at the selected sites. Another feature of Site requirements is that they are automatically assigned to anyone who signs up for (or is assigned to) a shift at the selected sites. This allows you to decide whether to assign these requirements yourself ahead of time (useful for sites that your students will definitely attend), or to wait and let the system assign them for you once your student is on a shift at the selected sites (useful for sites that your students rarely attend and would not otherwise need to fulfill the requirement).

If you are using Shared Scheduler and are an Admin, you can share Site requirements with the other programs in your network. Sharing a Site requirement will automatically assign it to everyone currently scheduled to attend a shift at this site, as well as anyone who attends a shift at this site in the future. This ensures that everyone coming to your site must fulfill your shared requirements or they will appear non-compliant. Shared Site requirements are visible to everyone in the network, so if a student is non-compliant for a shared Site requirement, they will appear non-compliant to everyone.

 If you are using Shared Scheduler and are not an Admin, you may receive shared Site requirements that your students must fulfill. If you are concerned about the requirements set up by the Admin of your site, work with them to determine the best solution for your network.

 

Auto-assign Requirements

Auto-assign is a Compliance feature that allows you to have the system automatically assign your requirements to new students or instructors when they create their accounts. You can manage the default auto-assign settings on the Compliance Settings page, or set them up on a per-requirement basis.

 

Edit Compliance Status

If you have permission, you can track people’s progress as they complete their assigned requirements by marking them “compliant” for each one. To mark someone compliant,
1. From anywhere in the Scheduler, go to the Compliance drop down menu.
2. Click on the Edit Status link.
3. You have two options for editing compliance status - By Requirements and By People.


Edit Compliance Status By Requirements:

Allows you to select requirements and retrieve the info about the people who have had those requirements assigned to them. This option is ideal for marking multiple people compliant for the same requirement.

Select one or more requirements by clicking on them in the list. You can use the gray Program, Site, and Shared buttons to filter your list, or type a requirement title in the search box to easily find the one you are looking for.

If you want to retrieve info about everyone who has these requirements, leave the “Edit compliance status for” button flipped to all. If you want to retrieve info about a select group of people who have these requirements, flip the button to specific and use the options below to limit your results.

Click Go.

In the Edit Compliance: By Requirement expanded section, results are organized in segments - one for each requirement you selected. Under each requirement, you will see a list of people and their compliance statuses. 

  • To mark someone compliant, toggle the switch next to their name to Compliant, and use the date picker to enter an expiration date if applicable.
  • If all the people in one section are going to be marked compliant, click the Mark all compliant link.
  • If this requirement expires and everyone has a common expiration date, click the gray Expiration button and use the date picker to enter an expiration date. Click the blue Apply button.
    • If everyone has different expiration dates, you can enter them separately using the date pickers to the right of each person’s name.

Once you have finished editing, be sure to click Save.


Edit Compliance Status By People:

Allows you to select one or more people and retrieve info about the requirements that have been assigned to them. This option is ideal for marking one person compliant for multiple requirements.

Select one or more people by clicking on them in the list. You can use the gray Instructors and Students buttons to filter your list, or type a person’s name in the search box to easily find the one you are looking for. Click Go.

 

Results are organized in sections - one for each person you selected. Under each name, you will see a list of requirements and the compliance status for each one. For each applicable requirement, toggle the switch next to it to Compliant, and use the date picker to enter an expiration date if applicable.

Once you have finished editing, click Save.

 

View Students’ Compliance Status

You can view your students’ compliance status in a couple of places - on the Scheduler calendar, and in their student portfolios.

Compliance on the calendar

The calendar displays your students’ compliance status on a per shift basis. Since you can set up Site requirements which only apply at certain sites, a student may be compliant for some shifts while being non-compliant for others.

1. Go to the orange Shifts tab.
2. Click on the Schedule link.
3. If a shift has a non-compliant student scheduled, you will see this icon . Click a student’s name to see more information about their requirements and find out why they are non-compliant for this shift.

 

Compliance in the portfolio

Student portfolios contain lots of useful information about your students, including their compliance status.
1. Go to the orange MyFisdap tab.
2. Click on the Student Portfolios link.
3. Select the student whose compliance status you would like to view.
4. Click on the gray Compliance Status tab.

You can see a list of all the requirements that have been assigned to this student along with his compliance status for each requirement and when the requirements are due or will expire. Click each requirement to see more information about where it is required  as well as the history. Use the gray In Progress, Compliant, and Non-Compliant buttons to filter the list based on status.

  • In Progress requirements have not been completed, but they aren't due yet.
  • Compliant requirements have been completed and are currently in good standing.
  • Non-compliant requirements are either past due or expired.

If your student is non-compliant for any requirements, you can click the gray Send email button to prompt your student to take action.
Click the gray See list button to display a list of all the sites where your student is compliant to attend shifts.

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