Setting up Locations and Departments will make managing your team’s training program more efficient and organized with effective oversight and accountability.
For organizations that have multiple locations, you may setup different locations in Vet Level Up. This may be helpful if you have locations with different managers and staff. Keep in mind that setting an employee’s location and managerial status will impact the notifications they receive. You can designate an individual as a Manager at one location or multiple locations. Managers have oversight and the ability to edit employee information and Training data (skills & checklists) for their location(s).
Departments are areas within a hospital. Managers or administrators assigned to a Department will be able to directly manage the Training Checklists of those employees. This will help streamline tracking in larger organizations that have multiple managers and/or supervisors overseeing specific Departments. Even a small hospital has at least 3 departments - Veterinarian, Vet Assistant/Technician, and Client Service. Specialty hospitals may have different Departments based on specialty services such as Surgery, Emergency/ICU, Internal Medicine, etc. You can designate a Department Lead which is typically the supervisor or manager of a specific department where they will be able to manage employees and Training Checklists assigned to their department. An individual may be assigned as a Department Lead in multiple departments.
Employees can be assigned to multiple locations, departments, and positions, if appropriate. For example you can have an RVT assigned to both the surgery and ER departments in 2 different hospital locations they work in.
Remember that designating individuals as Location Managers and Departments Leads will determine their permissions to edit checklists and manage employee accounts. In addition, both Managers and Department Leads can be setup to receive custom notifications regarding Checklist completion, Quiz grading, and in-platform communications.
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