How Do I Configure Store Documents?
Store documents are assigned to stores to ensure compliance requirements are met. When setting up a new store, the store type and location are selected. These determine which documents are assigned to the store, as the document types are applied accordingly. The Store Document functionality provides options for configuring and managing store documentation (this can be found in the Settings menu).
Store Document types include:
General Documents – Standard documents required for all stores
Location Documents – Documentation required for a specific worksite
This article includes step-by-step instructions on how to configure Store Documents
- On the left column, go to Settings and click Store Documents.
- Click +New Store Document.
- Enter the Name and Description of the store document.
- Choose the Entity and Document Type from the dropdown options.
- If you select Digitised Form Filling - a dropdown option appears below where you must select a form relevant to the entity.
- If you select Read & Receipt Document - you can add an 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, Expiry Required and Only .pdf allowed:
- If you select required, the document must be uploaded and compliant for the store to be compliant.
- If you select private, the document can only be view by an administrator.
- If you select expiry required, the document will no longer be compliant once it expires.
- If you select only .pdf allowed, pdf documents are the only document type that can be uploaded.
- Enter the Months and Days Default Expiry Date.
- Click Save & Submit.
This is required before you can configure a Store Document:
- Digitise your Forms
- 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.
Other Options:
Under the ‘Form’ dropdown options, you will see an option to add more forms, by clicking the ‘here’ button highlighted. This will take you to the form builder section - be cautious that when you click this button, the details you have entered will be deleted.