Custodial Admin must adhere to filing standards for audits.
Adding Files to Common and SharePoint
Common Filing Basics
- Save documents in Common>WCI using the following date format 00.00.00
- FRI - First Report of Incident Injury Memo (Ex. Employee last name, First name FRI 00.00.00)
- AF - Acknowledgement Form (Ex. Employee last name, First name AF 00.00.00)
- WSR - Work Status Report (Ex. Employee last name, First name WSR 00.00.00)
- BFO - Bona Fide Offer (Ex. Employee last name, First name BFO 00.00.00)
- **bonus** DR - Doctor Release aka Doctor Note *save only when related to restrictions (Ex. Employee last name, First name DR 00.00.00)
FRI + AF =
RESTRICTIONS/MODIFIED PROGRAM WSR + BFO = (Add a new folder within Active with the employees name, SHOWN ABOVE)
NO RESTRICTIONS WSR = (If new: Add folder in Inactive folder and save WSR. Employee folders that were previously in Active must be moved into Inactive after the employee returns to regular duty)
SharePoint Filing Basics
- Save documents in Personnel Log - ADM SharePoint Webpage
- Click New Item
- FRI and AF - keep as two separate entries
- WSR and BFO - keep as two separate entries
- FRI and AF - keep as two separate entries
Modified Program Excel Spreadsheet
Upon starting the Modified Work Program, an employee's temporary work assignment must be tracked using a department spreadsheet. This is sent to the AD periodically, so it must be maintained and updated with accurate details.
Old entries remain hidden. When a new entry is added, ensure that the formulas remain intact. Please see the Training Manager for specific data entry instructions.
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