How Do I Configure a Job Document?
Adding a Job Document to the system can be beneficial as it can be applied when creating a job. A Job Document can help in ensuring compliance as you have multiple options to apply all the necessary files are uploaded, forms are filled and/or employees have successfully read and receipt documents.
- On the left side menu, go to ‘Settings’ and click ‘Job Settings’.
- Click ‘+ New Job Document’.
- Enter the Name, and Description.
- Choose the Document Type from the dropdown options.
If you select 'Digitised Form Filling':
- A dropdown option will appear below where you must select a form relevant to the entity.
If you select 'Read & Receipt Document':
- You can add attachment below by clicking on the white box or drag and drop the attachment to the box.
- Tick the box(es) if you would like the document to be Required, Private and Expiry Required.
- If you select Required, the document will have to be approved by an administrator before it can be compliant.
- If you select Private, the document can only be viewed by an administrator.
- If you select Expiry Required, the document will no longer be compliant when it expires.
- Enter the months default to expiry date, and days default to expiry date.
- Click ‘Save & Submit’.
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields i.e. Name, description, document type and expiry dates.
This is required before you can add a Job Document: