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5. Using 'My Documents'

For: Educators, Staff, and All Team Members

What is My Documents?

My Documents is your personal space to upload and manage your own documents - certificates, qualifications, and records that relate to you.

Previously, you might not have been able to see your own documents due to system permissions. My Documents gives you direct access to manage your compliance records.


How to access My Documents?

1. Click Documents in the top menu

2. Select My Documents

You'll see:

• Documents you've uploaded (complete)

• Documents you still need to upload (incomplete placeholders)


Understanding what you see

Complete:

  • Required (Tracked) document is already uploaded

Incomplete:

  • Placeholder waiting for you to upload

  • Your Center Director/Line Manager needs this

Not Tracked:

  • Optional document you have uploaded


Uploading a Document (Completing a Placeholder)

Steps:

  1. Find the "Incomplete" document on My Documents page

  2. Click on the document name

  3. Fill in details:

Expiry Date: When this document expires

Attachment: Upload file

Link: URL, web link
(Note: These fields may not display if your 1Place Administrator set to not required)

4. Save

RESULT:

Status changes from "Incomplete" to "Complete". Your manager can see you've uploaded it.

Important: You cannot select past dates. If expired, renew it first before uploading.


Renewing an Expiring Document

When your document shows amber status, this document is close to its expiry. Follow steps below to renew the document.

Steps:

  1. Complete the actual renewal first:

    • Attend training

    • Submit application

    • Get new certificate

  2. Open the existing document in My Documents by clicking on the blue document name.

  3. Click on Renew, update the details:

    • New expiry date

    • Upload new certificate
    • Update the link (if this is required)

  4. Save

RESULT: Status changes back to green (Current).


Creating an Optional Document

For document types that aren't mandatory:

  1. Click Create or Add Document button

  2. Fill in details

    • Name

  3. Select document type

  4. Save


Real-World Examples

Example 1: Uploading First Aid Certificate

You've completed training and have your certificate.

  1. Go to My Documents

  2. Find "First Aid Certificate" (incomplete)

  3. Enter expiry date (usually 3 years from today)

  4. Photo or scan your certificate

  5. Upload and save

Done! Manager can see you're compliant.

Example 2: Renewing WWC Check

Your WWCC shows amber - expires in 2 months.

  1. Apply for renewal (outside 1Place)

  2. Receive new WWCC

  3. Go to My Documents

  4. Update expiry date and upload new document

  5. Save

Status returns to green.

Example 3: Storing Passport (Optional)

Optional document for work trips or payroll.

1. Go to My Documents

2. Create New Document > Passport

3. Enter expiry date

4. Upload scan (optional)

5. Save


Tips for Success

✔ Check Regularly:

  • Look for amber status (expiring soon)

  • Plan renewals in advance

  • Don't wait until expired

  • Look out for the reminder notification coming through via 1Place page & email

✔ Keep Good Photos:

  • Clear, well-lit photos

  • All text readable

  • Save time later

✔ Set Personal Reminders:

  • Add renewals to your calendar

  • Some renewals take weeks to process

  • Don't rely only on system notifications

✔ Ask If Unsure:

  • Not sure which document type? Ask your manager

  • Can't upload? Check file size

  • Confused? Your manager can help

✔ Keep Current:

  • Update as soon as you renew

  • It's your professional record


What Status means?

  • "Expiring" (amber) → Start renewal now

  • "Expired" (red) → Urgent - you may not be able to work

  • "Current" (green) → All good, check expiry date for planning


Common Questions

Q: Why can't I see a document I know I have?

A: Check with your Center Director or your line manager - it may not be configured for your role.

Q: Can I delete a document uploaded by mistake?

A: Contact your Center Director or your line manager.

Q: My document doesn't have an expiry date - what do I enter?

A: Check with your Center Director or your line manager if the field is required.

Q: I renewed my license but still see old expiry date

A: Update on the document page with new details.

Q: Why upload documents myself? Can't my manager do it?

A: Yes, but My Documents gives you direct control and is faster.


Pilot Testing Feedback

We'd love your thoughts on:

  • Is it easy to find and upload documents?

  • Are incomplete placeholders clear?

  • Do you understand what action to take?

  • Is expiry date selection straightforward?

  • Is file upload working smoothly?


Next Steps:

  • Learn about document statuses (Article 8)

  • Understand how managers monitor documents (Articles 6-7)


Need help? Contact your Center Director or use the feedback button.

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