• #38: Changes to Standards, aka Change Notices
    2025/11/11

    Description:


    Ever wonder how to handle change notices without getting lost or falling behind? In this episode, Areaka walks through what change notices really mean, why the one-year window isn’t a free pass to delay compliance, and how to stay current in PowerDMS. From practical tips to real-world pitfalls, this one will keep you a step ahead — and your assessors impressed.


    Timestamps:


    0:00 Introduction

    0:44 What are change notices

    1:18 Where to find them

    2:10 When standards become effective

    2:54 The one-year compliance rule clarified

    3:40 Common pitfalls agencies face

    4:35 When to adopt the new standards

    5:10 How to upgrade to new versions in PowerDMS

    6:00 How to keep up with future changes

    6:55 Handling legislative updates

    7:35 Final thoughts and wrap-up


    Companion document to download:


    Back to Basics Series: Change Notices


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    9 分
  • #37: Back to Basics Series: Highlighting Part 2 of 2
    2025/11/04

    Episode Description:


    Wrapping up the highlighting portion of the Back to Basics Series, Areaka Jewell walks you through how to highlight proofs of compliance — those attachments like training records, memos, and reports that show your agency is doing what its policies say it does. Learn how to keep your highlights simple, consistent, and easy for assessors to follow, while avoiding the most common mistakes that make reviews take longer.


    Key Takeaways:


    • Start by reviewing the standard’s proof of compliance section and noting how many examples and what timeframe is required.

    • Highlight both the document title and the date (if applicable) and include any key notations like approvals or signatures.

    • Keep highlight labels simple — use “Proof 1,” “Year 1,” or short keywords. Avoid adding names or dates.

    • When linking, deselect the default checkbox for the standard statement if your highlight supports a specific bullet.

    • Consistency and simplicity make it easier for assessors to follow and for you to maintain across cycles.


    Timestamps:


    00:00 – Introduction and overview of the Back to Basics highlighting series

    01:22 – Step 1: Review the proof of compliance requirements and timeframe

    02:27 – Step 2: What and when to highlight in your proofs

    03:33 – Step 3: Labeling your highlights clearly and consistently

    05:06 – Step 4: Linking your highlights to the right part of the standard

    06:22 – Wrap-up: Keep it simple, intentional, and repeatable


    Companion document to download:


    Back to Basics Series: Highlighting Part 2 of 2



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    8 分
  • #36: Back to Basics Series: Highlighting Part 1 of 2 Written Directives
    2025/10/28

    Episode Description:


    Ever wonder how much highlighting is too much in your accreditation files? In this episode, Areaka breaks down the art of highlighting written directives in PowerDMS — step by step. Learn how to make your highlights intentional, your labels clear, and your files assessor-friendly without the clutter or confusion.


    Timestamps:


    0:00 – Introduction to why highlighting matters in PowerDMS

    1:20 – Where to find and how to use the highlight tool

    2:35 – What to highlight and what to avoid

    3:32 – Keeping highlights short and purposeful

    4:45 – Labeling highlights clearly without overcomplicating

    6:12 – Linking highlights to the correct part of the standard

    7:48 – Final reminders and a look ahead to Part 2


    Key Takeaways:


    • Highlight intentionally — less is more.
    • Label highlights briefly; avoid copying full bullet text.
    • Always check your linked section to make sure it scrolls to the right part of the standard.
    • Consistent, thoughtful highlighting improves assessor experience and your file presentation.


    Companion document to download: Back to Basics Series: Highlighting Part 1 of 2



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    9 分
  • #35: Back to Basics Series: Attachments Part 2 of 2
    2025/10/14

    Episode Description:


    In this episode of Accreditation Made Easy, host Areaka Jewell wraps up the Back to Basics mini-series on attachments in PowerDMS assessments. Areaka dives into two often-overlooked attachment types — Simple Note and New Rich Text — explaining when and how to use them effectively. She shares tips on sequencing, the copy feature, hyperlink settings, and even embedding content to make your files more interactive and assessor-friendly.


    Timestamps:


    0:45 - Welcome back and recap of Part 1 on Upload File and PowerDMS Document methods

    1:13 - Introduction to Simple Note and New Rich Text attachment types

    1:44 - What a Simple Note is — short, clear, and helps assessors understand context

    2:13 - Using a Simple Note for not applicable or no occurrence standards

    2:40 - Example of a Simple Note documenting no strip searches this cycle

    3:12 - Sidebar: verifying non-occurrences through email or workflow

    4:10 - Sequencing Simple Notes and using drag-and-drop to reorder attachments

    5:15 - Placing Simple Notes after referenced documents for clarity

    5:43 - Using the Copy feature to duplicate recurring Simple Notes

    6:24 - Introducing New Rich Text — hyperlinks, images, and embedded websites

    6:54 - Embedding websites directly into your assessment for easy assessor access

    7:29 - Reminder: make hyperlinks open in a new tab or window

    7:55 - Reference to Helpful Tip on embedding content and hyperlink video

    8:30 - Wrap-up: how Simple Note and New Rich Text add clarity and accessibility

    8:59 - Series recap — all four attachment types covered

    9:25 - Preview of next week’s topic: highlighting attachments in your assessment


    Companion document to download:

    Back to Basics Series: Attachments Part 2 of 2



    Connect with Areaka

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    10 分
  • #34: Back to Basics Series: Attachments Part 1 of 2
    2025/10/07

    Episode Description:


    In this episode of Accreditation Made Easy, Areaka Jewell walks through the two main ways to attach written directives and proofs of compliance in PowerDMS: Upload File and PowerDMS Document. She explains where to find each option, how to properly link attachments to the right part of a standard, and why using PowerDMS Documents can make your life a whole lot easier. Whether you’re brand new to the process or just need a refresher, this episode breaks it down step by step—so you can spend less time uploading and more time improving.


    Timestamps:


    00:00 - Welcome to Accreditation Made Easy and episode overview

    00:43 - Why attachments are the backbone of your standards

    02:25 - The four types of attachments in PowerDMS

    02:50 - Focusing on the two main methods: Upload File and PowerDMS Document

    03:18 - Where to find the Attachments tab and Add New Attachment

    03:46 - Upload File method explained

    04:10 - Understanding and linking checkboxes correctly

    05:33 - How to name uploaded attachments clearly

    06:22 - The drawback of using Upload File for updates

    07:09 - Why PowerDMS Document is the preferred method

    07:37 - The benefit of automatic updates with PowerDMS Documents

    08:13 - How “Proofs on Steroids” builds on this foundation

    08:39 - Best practices for naming written directives and proofs

    09:11 - Big picture: why attachments bring your assessment to life

    09:41 - Final reminders: link intentionally, name clearly, and use PowerDMS Documents

    10:14 - Preview of Part 2 on Simple Notes and New Rich Text


    Companion document to download:

    Back to Basics Series: Attachments Part 1 of 2



    Connect with Areaka

    🙋‍♀️ Digital Business Card

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    🎧 Want to Be a Guest on the Show?

    Know someone doing great things in the accreditation world—or want to share your own insights? We’re always looking for experienced Accreditation Managers, assessors, and change-makers to join us on the podcast. Sign up to be a guest or share with a colleague

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    11 分
  • #33: Want a Snapshot of Your Files? Try this Feature
    2025/09/30

    Episode Description:


    In this episode of Accreditation Made Easy, Areaka Jewell explains how the Export Assessment feature in PowerDMS gives you more than just a pile of files. Discover how it packages each standard’s attachments into a PDF with a hyperlinked table of contents and highlights intact, creating a true snapshot of your assessment. Learn when this feature is most useful, the step-by-step process to export, and important reminders about time limits and known bugs.


    Timestamps:


    0:00 - Welcome to Accreditation Made Easy with Areaka Jewell

    0:43 - Introducing the Export Assessment feature

    1:20 - Attachments packaged into PDFs with hyperlinked TOC and highlights

    1:59 - When exporting is useful: backups, references, sharing examples

    2:34 - How to share files from your export

    3:04 - Step-by-step instructions to export an assessment

    3:53 - How notifications are delivered in PowerDMS and email

    4:17 - Reminders: 7-day time limit and replacing exports

    4:44 - Current bug causing exports not to generate

    5:14 - Why exporting is a game changer for peace of mind and training

    5:34 - Closing thoughts and encouragement


    Companion document to download: Exporting Assessments in PowerDMS



    Connect with Areaka

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    🎧 Want to Be a Guest on the Show?

    Know someone doing great things in the accreditation world—or want to share your own insights? We’re always looking for experienced Accreditation Managers, assessors, and change-makers to join us on the podcast. Sign up to be a guest or share with a colleague

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    6 分
  • #32: The Secret to Naming Assessments Like a Pro
    2025/09/23

    Episode Description:


    In this episode of Accreditation Made Easy, Areaka Jewell explains why vague assessment names like “CFA Assessment” or “Reaccred 2026” slow assessors down—and how using your actual cycle dates in the assessment name keeps everyone on the same page. You’ll hear the exact steps to update the Assessment Name field in PowerDMS, a quick formatting tip to make dates stand out, and what to do if you’re starting a brand-new assessment.


    Timestamps:


    0:00 – Welcome to Accreditation Made Easy with Areaka Jewell

    0:43 – Why vague assessment names slow assessors

    1:18 – Why clear names matter long-term

    2:32 – Assessors distracted by missing cycle dates

    2:57 – The fix: use cycle dates as the assessment name

    3:32 – Benefits of cycle dates displayed across PowerDMS

    3:56 – Step-by-step: updating the Assessment Name field

    5:17 – Bonus tip: using formatted text with fsymbols.com

    5:48 – If starting a brand-new assessment, steps are the same

    6:28 – Reference to Helpful Tip: Update Manual After

    6:56 – Companion document mentioned

    7:23 – Final takeaway: small tweak, big impact


    Companion document: Naming Assessments in PowerDMS


    Connect with Areaka

    🙋‍♀️ Digital Business Card

    🌐 Website

    🔗 LinkedIn

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    📸 Instagram
    🎧 Want to Be a Guest on the Show?

    Know someone doing great things in the accreditation world—or want to share your own insights? We’re always looking for experienced Accreditation Managers, assessors, and change-makers to join us on the podcast. Sign up to be a guest or share with a colleague

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    8 分
  • #31: Get Assessors Logged In the First Time—Every Time
    2025/09/16

    Episode Summary:


    Few things can derail an assessment faster than assessors stuck at the login screen on Day One. In this episode, Areaka Jewell breaks down the two main options in PowerDMS for setting up assessor logins. You’ll learn the pros, cons, and nuances of each method, plus how recent system changes impact password setup. Most importantly, you’ll walk away with simple, practical tips to ensure assessors can log in smoothly and your assessment starts off stress-free.


    Timestamps:


    0:43 – The Day One panic when assessors can’t log in

    1:12 – Today’s focus: assessor login options in PowerDMS

    1:58 – Option One: agency-created credentials and the new forced password reset

    2:51 – How to reset the password cleanly for assessors

    3:49 – Option Two: assessor-created credentials via Welcome Email

    4:13 – The benefit of assessors managing their own passwords

    4:59 – Timing matters when granting rights

    5:22 – Using pre-read packets to test access and share materials

    5:50 – The drawback: you can’t see what assessors see with the Welcome Email option

    6:18 – Pro tip: test, test, and confirm

    7:07 – Wrap-up: preparation matters more than the option you choose


    Resources & Links:


    📄 Companion Document: Assessor Login Options

    🎧 Related Episode: #30: POV: Assessor Access Made Simple

    Connect with Areaka

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    Know someone doing great things in the accreditation world—or want to share your own insights? We’re always looking for experienced Accreditation Managers, assessors, and change-makers to join us on the podcast. Sign up to be a guest or share with a colleague

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    8 分