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Operational records

Program documentation

Documenting program delivery with photos and attachments, linked to the school plan.

How to use it

  1. 1

    Create a documentation record after the program runs, and write what actually happened, not what was planned.

  2. 2

    Attach the photos and files that evidence the delivery.

  3. 3

    Link the documentation to its plan program so its effect shows up in tracking.

What operational records have in common

  • Archiving and moving to trash, and undoing either.
  • Sharing: setting the access level and who may view it, or publishing the record school-wide.
  • Referring to a colleague, replying and closing it; the referral arrives in administrative communications.
  • Requesting a signature on the record, with reminders, and the option to decline.
  • Exporting to PDF with a print preview, letterhead and logo, or sending it by email.
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