With UpBup you can fill out and manage your Staff Records Checklist (SRC) from one easy to use dashboard. You can access the SRC from the Admin/Staff View, go to the CHECKLIST dashboard.
You can filter your checklist by roles, using the group filer dropdown. To learn more about the difference between Admin, Teacher and Staff you can go to this article: Differences between Admin, Teacher and Staff.
Note that if an Admin has multi-site access, they will need to set themselves with a permit to the location to which they want to appear in the checklist. Multi-site admins won't appear in the checklist by default. To learn how to set up a permit review this article: Permits: Giving access to multiple sites within a network
There are different ways in how you can input the information to your printed checklist.
Certain columns will display a dropdown option only, this is the value that will print to your checklist.
There are columns that will allow you to input any value, you will see an open text box for these. You can input up to 20 characters in these fields.
You will notice certain columns have two values within them, the value on the left is the date of submission for the document (you can also open the document by clicking on that date), and the value on the right is the value that will print to your checklist (labeled "Checklist)
Other columns will have the option to Request the document from the staff, teacher or admin for them to upload. The admin managing the SRC also has the option to Upload the document themselves if they have received it outside of UpBup. What will be printed into the SRC can be selected from the Checklist value
Once all the values are filled out, the admin can print the checklist for all of the staff members, or select certain staff members to include in the checklist. Once you have selected all or certain staff members, click the PRINT CHECKLIST button
You can review and print the PDF
RELATED ARTICLES:
Adding Staff members to your center
Add & Invite New Admin to a Provider Site
Staff Form Request for Admins, Teachers, and Staff