How Do I Configure a Job Document?
Job documentation reflects the company’s compliance requirements. Job documents can be created within the system without limitations and are configured and monitored at various levels. The Job Settings functionality provides options for configuring and managing job documentation.
Adding Job Documents 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.
Job Document types include:
- Company Job Documents – Documents assigned to a specific company.
- Subcontractor Job Documents – Standard documents required from all subcontractors.
- Employee Job Documents – Documents specific to employees.
- Employee Training Documents - Documents specific to employee training.
This article includes step-by-step instructions on how to configure a Job Document.
- On the left side menu, go to Settings and click Job Settings.
- Click +Create new Company Job Documents.
- Enter the Name and Description of the document.
- 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
- The option to add attachments will appear below.
- Tick the box(es) if you would like the document to be:
- Required,
- The document must be approved by an administrator before it can be compliant.
- Private
- The document can only be viewed by an administrator
- Expiry Required
- The document will no longer be compliant when it expires.
- Enter the Months and Days Default Expiry Date.
- Click Save & Submit.
This is required before you can add a Job Document:
- Digitise your Form
- 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.