About This Pilot
Documents helps you manage compliance documents for staff, educators, and centers in one place.
This is a basic release. We're gathering your feedback to build what you actually need.
Configuration Guides - For Admins/Super Users
• What Document Types are
• Tracking vs. non-tracking decisions
• Expiry settings
• 3 minutes
• Examples: Passports, CPR Training, Building Compliance
• Non-tracked vs. tracked
• People vs. Service documents
• 10 minutes
• Configuring expiry warnings
• Setting up email notifications
• 10 minutes
Control which user roles can access the Documents module
Choose which people and center document types each profile can see
Grant or restrict access based on user responsibilities
User Guides - For Educators And Staff
• Upload your certificates and qualifications
• Renew expiring documents
• Understand statuses
• 4 minutes
User Guides - For Center Directors
• Monitor all staff/educator documents
• Use filters and custom views
• Compliance checks, onboarding, audits
• 5 minutes
• Monitor center and facility documents
• Building compliance, insurance, inspections
• Multi-center management
• 4 minutes
Reference - For All Users
• Completion status: complete, incomplete, not tracked
• Expiry status: current, expiring, expired
• What action to take
• 5 minutes
Roadmap - What's Coming
• Next 6-8 weeks: Bulk actions, dynamic assignment, approval workflows, export
• Future: Checklist integration, pre-configured templates
• 8 minutes
Quick Start By Role
ADMIN/SUPER USER
→ Read: Articles 1, 2, 3, 4 (Setup)
→ Then: Articles 5, 6, 7 (Understand how team uses it)
→ Reference: Articles 8, 9
CENTER/SERVICE DIRECTOR
→ Read: Article 8 (Understand statuses)
→ Then: Articles 6, 7 (Monitor documents)
→ Also: Article 5 (Upload your own documents)
→ Review: Article 9 (Upcoming features)
EDUCATOR/STAFF
→ Read: Article 8 (Understand statuses)
→ Then: Article 5 (Upload your documents)
→ Optional: Article 9 (What's coming)
Testing Checklist
Admins Test
□ Create non-tracked document type
□ Create tracked document type
□ Set expiry settings
□ Create notification rules
□ Verify placeholders created
Center Directors Test
□ Filter for incomplete documents
□ Filter for expiring documents
□ Create custom views
□ Monitor team/center compliance
□ Download attachments
Educators/Staff Test
□ Access My Documents
□ Upload document to complete placeholder
□ Create optional document
□ Check document statuses
□ Update expiring document
Give Feedback
After testing, tell us:
✔ What's working?
Most useful features
What's easy to use
What solves your problems
✔ What's not working?
What's confusing
What's missing
What would you change
✔ What should we prioritize?
Which upcoming features matter most
What would have biggest impact
✔ How to share:
Feedback button in 1Place
Email your 1Place representative
Be specific with examples
Support
Need help?
Contact your 1Place representative
Use support button in system
Refer to these guides
Ask your Center Manager or Admin
This is a pilot - your feedback makes it better.
Thank you for participating and helping us build Documents that works for childcare.
The 1Place Team