This is the first thing you should do before entering or changing information in EHD.
What is verify that you are in the correct facility/record?
This feature allows you to keep a useful filtered list available while working somewhere else in EHD.
What is opening/creating a new tab?
Because EHD records may be subject to this law, notes should always be factual and professional.
What is FOIA?
This EHD feature helps you narrow a large list to only the records you need.
What is filtering?
Before assuming EHD is not working correctly, you should first check these two things.
What are my filters and search criteria?
When documenting a complaint, you should clearly distinguish between what the complainant said and this.
What staff observed or verified?
Adding or removing these from your EHD screen can help you see important information without opening every record.
What are columns/data fields?
If you cannot remember how to complete an EHD process, these resources should be checked before reinventing the process.
What are the Business Process Manual, EHD training resources/job aids, or intranet?
Before saving an EHD note, ask yourself these three questions about what you wrote.
Is it accurate, necessary, and appropriate for a public record?