Help with Tracking In-services - page 3

by InService

13,725 Unique Views | 21 Comments

I'm just curious? How do you track your in-services? Can you give me some ideas on how you track them efficiently? And also, how to you keep track of credentializing--you know, when a nurses license needs to be renewed? Any help... Read More


  1. 0
    Quote from purplemania
    we use a combo of things already on our computer: Education enters names of people attending classes into a database. Each person's "transcript" is available to the manager thru public folders on Microsoft Outlook. Most managers have Microsoft Excel grids set up with employees names in the first column and other columns labeled with whatever they are tracking (license renewal, ACLS, TB test, required inservice, etc.). The grid is updated by referring to the transcript or by having the employee provide documentation. BTW, Employee Health enters the annual TB test on the transcript too. Some managers have an e-folder with each employee's name in a file. The file has the last evaluation, transcript and whatever else you want to keep on that person. Eliminates a lot of paper and is easily accessible. FINALLY, if you want a tickler file, Microsoft Outlook has that capability on the "task" menu. It takes a while to put in each person's data, but after that it is a breeze and will alert you daily to what is due. I set up due dates a 2-4 weeks ahead so I can remind employee to get me the documentation. Hope this helps. We like this plan because the Office software is cheap and easy to use.
    How do you track this with Microsoft outlook I am curious?
  2. 0
    I looked at estafftrak and thought it had worthwhile components but at this point cannot justify price. Will reconsider later perhaps.


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