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How to View Participant Documents in the Mobile App

Open a participant from a shift and view their documents on mobile

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Written by Gaurav

You can view a participant’s documents from a shift in the Care Diary app when your organisation has enabled this feature and you have permission to view participant documents.

This is different from Settings → Documents, which is for your own staff documents.

Steps

  1. Open the Shifts tab.

  2. Open a shift to view Shift Details (or an open shift’s details).

  3. Under Participants, select the participant.

  4. On Participants Details, select the Documents tab.

  5. Select a document card to open Participant Document.

  6. On Participant Document, you can review details such as participant, category, type and expiry, and open any Attachments.

If you cannot see documents

  • If the Documents tab is missing, you may not have permission to read participant documents, or the participant may be archived.

  • If you see Access Restricted or a permission message, ask an administrator.

  • Empty list text: No Documents — No documents are available for this participant.

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