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["Instructions for Using the Screening Steps Worksheet"]
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["General Information:"]
["The screening steps worksheet was designed to assist parishes in the Anglican Diocese of Toronto.  It can be found on the next worksheet called \"Tracking\" which is located at the bottom of your screen.  It will help keep track of the screening steps and when items need to be renewed."]
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["The spreadshee can be used for all 3 levels of risk - low, medium, and high.  Each congregation is required to complete the screening steps for medium and high risk positions.  The steps for low risk positions are recommended but not required."]
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["In Excel, each box is called a cell.  The letters at the top of the spreadsheet indicate the columns, and the numbers at the left of the spreadsheet indicate the rows."]
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["Legend:"]
["Low Risk Screening Steps = ",null,null,"columns D-G (highlighted grey)"]
["Medium Risk Screening Steps =",null,null,"columns D-K (highlighted grey & aqua)"]
["High Risk Screening Steps =",null,null,"columns D-N (all steps; highlighted grey, aqua, and blue)"]
["SMP = Sexual Misconduct Policy"]
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["Resources:"]
["For many of the screening steps, there are resources designed to assist your parish.  Where a resources has been developed, the heading at the top of the spreadsheet is linked to corresponding web site page or template.  Clicking on the heading will open the link."]
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["There are also resources developed to assist with implementing the Screening policy in your congregation that are not specifically related to a screening step.  All of the resources are available on the \"Forms and Resources\" page on the Diocesan web site."]
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["Links:"]
["•  Forms and Resources"]
["•  Frequently Asked Questions"]
["•  FAQs for the Police Record Checks"]
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["Specific Instructions:"]
["•  Remove the sample line for \"Jane Doe\"."]
["•  For each person being screened, fill in their name, position, and risk level."]
["•  As each step is completed, enter either \"Yes\" or the date as indicated under each heading."]
["•  The \"3 Year Renewal\" heading refers to Sexual Misconduct Policy training and Police Record Checks, which must be renewed every 3 years.  You need only enter the year it needs to be renewed in this field. This should be the same year for both requirements."]
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["Completion Hints:"]
["•  Enter names with \"last name, first name\" to assist sorting alphabetically."]
["•  Use consistent titles for position, to assist sorting."]
["•  Ensure that you enter the date in a consistent way, such as mm/dd/yyyy"]
["•  For advanced users: to create a formula for adding 3 years to a date field, use the original cell \"+1096\""]
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["Sorting:"]
["Once you have entered the data, you may wish to sort the data in a variety of ways to help track screening compliance.  The worksheet can be sorted by any column, or combination of columns.  Most commonly, you will likely want to sort by name, risk level, renewal year, or position.  The following example, is to sort by risk level and renewal year."]
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["1. Highlight all the data, starting with cell A3 and ending with column O and your last row of data."]
["2. At the top of your screen, click on the \"Data\" icon, then \"Sort\"."]
["3. Make sure that \"My data has headers\" (on the top right of the dialogue box) is not selected."]
["4. Sort by \"Column C\", sort order \"A to Z\" and \"Add Level\" \"Column O\", sort order \"smallest to largest\"."]
[null,"Advanced Users: you can add a custom sort order by selecting \"custom list\", then in list entries type High, Medium, Low."]
["5. Now your data is sorted with High risk positions that need to be renewed first at the top, and medium risk positions that need to be renewed last at the bottom."]

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["Name","Position","Risk Level       ","Application Form","Ministry Desc.","Trained for Ministry","Meet Regularly w/ Supervisor","Known for 12 mths/ Reference","Interview","SMP Training","Ministry Guidelines","3 References Completed","Document 1-on-1 Visits","Police Record Check","3 Yr Renewal"]
[null,"(of highest risk)","(low, medium, high)","(Y/N)","(Y/N)","(Y/N)","(Y/N)","(Y/N)","(date)","(date)","(Y/N)","(date)","(Y/N)","(date)","(year)"]
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["Doe, Jane","Organist","High","Y","Y","Y","Y","Y","2010-02-23","2010-03-15","Y","2010-02-27","Y","2010-03-02",2013]