Enable Staff Self-Document Upload
Go to the Care Diary dashboard and search for “Mobile App”, then click on the result.
From the Mobile App Rules page, enable the “Enable Staff Self Document Upload” option. Once enabled, staff members will be able to upload documents from the mobile app.
Upload a Document through the Care Diary Mobile App
After enabling the option, open the Care Diary mobile application.
Go to the Settings page by clicking on the settings icon from the bottom tab.
Click on the “Documents” option under the Account section and you will be redirected to a new page.
The “Add Document” button will be visible only if the permission is enabled from the dashboard.
In the documents list, only the required documents will be shown. Click on a document to upload it, fill in all the required details, attach the document and submit it.
If you want to upload an additional document that is not listed, click on the “Add Document” button, select the document category and type, add the attachment and save it.
Approving or Rejecting Staff Documents in Bulk
Log in to the Care Diary web portal and go to Reports → Staff Documents. Select the Pending Approvals tab to view documents awaiting review.
From the Pending Approvals page, locate the required document and click the Edit icon under Actions. Review the staff member’s details, document category and type, attachment, notes and expiry information.
After reviewing the document, click Approve to approve it. If the document is incorrect, invalid or unsuitable, click Reject.
To approve or reject multiple reviewed documents together, select the checkboxes beside them.
Click Actions, and choose Approve or Reject.
Once processed, each document’s status will change to Approved or Rejected. Approved documents will be saved in the relevant staff member’s document record.
Important: Review every document individually before selecting and processing documents in bulk.