Covid Vaccination Record Keeping for your Employees

In this article, you will learn how to set up and keep a record of all your employees' covid vaccination status.


Step 1: Login and go to your dashboard.


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Step 2: Navigate to the bottom where it says "Reporting".

Then, click the link that says "Create New Record".


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Step 3: Your screen should look like this. Now you may begin creating your new record.


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A: Select the record type.


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B: Input your location.


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C: Input the correct date under "Date Record Occurred".


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D: Input your desired name for your new record.


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E: Add any additional notes for this new record.


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F: After you fill out all recommended fields.


Click "Save and Continue Edit".


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Step 4: Open "File Manager" and upload your documents.

Your screen should look like this.


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Step 5: Upload and name your files. 


A: Click the "upload icon" in the top left corner.


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B: Drag and drop your files to upload. After the upload is complete, click "Return to files list".


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C: Rename your files. Click the "pencil icon" located on the right side of the screen. 


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D: Rename the file by starting with the employee's full name.

Click "OK" when you're done.


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E: You may now sort the files alphabetically by clicking "Filename" in the left corner of your "File Manager".


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Step 6: After you have finished uploading and renaming your files. Exit out of your "File Manager" and click save.


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Step 6: You will now see your new record populate the "Record Keeping" section. You can do a quick search by entering the record's name.


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To see your record, click the view icon


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You will now see your files populate under "Additional Materials". To make edits or to upload another file, click "Open Filemanager" and repeat the steps listed above.


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Step 7: Adding users to your record.

Open your new record and click the "users" tab.


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Step 8: Click the green button that says "Add Users to Record".


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Step 9: Select the type of user you would like to add.

(Involved or Witness)


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Step 10: Click the search bar under "Users" then click the desired name. 


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NOTE: The selected users will populate the "Selected Users" section.


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Once you have selected all your desired users, click "Add Users to Records".


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After adding your users, they will populate the "Users Tab" within the Record. Your screen should look like this.


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Step 11: If you need to remove users, click the names of the desired users you would like to remove.


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Then click "Remove Selected Users From Record".


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Select "YES" in the window. 


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Then click "OK".


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Now you should have everything you need to keep track of your Employee's Covid Vaccination Status.



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