Accessing Staff Documents
Navigate to Staff from the main menu
Click on a staff member's name to open their profile
Select the Documents tab
Viewing Documents
Documents are displayed in a table with the following columns:
Column | Description |
File Name | The name of the document (click to view) |
Type | The category/type of document |
Uploaded | When the document was uploaded |
Expiry | The document's expiration date (if applicable) |
Status | Current approval status |
Actions | Available actions for the document |
Click on a document's file name to open and view it in a new tab.
Document Statuses
Status | Meaning |
Approved | Document has been reviewed and approved |
Pending | Document is awaiting review |
Declined | Document was rejected and may need to be re-uploaded |
N/A | No status set |
Adding a Document
Click the Add Document button in the top right corner
Select the Document Type from the dropdown
Upload the file
Enter the Valid From date (if applicable)
Enter the Valid To / Expiry date (if applicable)
Click Save to upload the document
Managing Documents
Click the ⋯ (three dots) in the Actions column to access document options:
Download
Download a copy of the document to your computer.
Edit
Modify the document details such as type, validity dates, or replace the file.
Approve (Pending documents only)
Approve a document that has been uploaded and is awaiting review.
Decline (Pending documents only)
Reject a document that doesn't meet requirements. The staff member will need to upload a new version.
Delete
Permanently remove the document from the system.