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Manage Staff documents
Manage Staff documents

How to manage Staff Documents to Care Diary?

Pavi Sidhu avatar
Written by Pavi Sidhu
Updated over a week ago

Care Diary allows you to store and manage your staff documents efficiently. You can create document categories and types dynamically as per your business needs. You can also set an expiry date for the relevant documents and Care Diary will notify you before those documents expire. So let's get started:

Create document categories and add document types

  1. Log in to the Care Diary login page and go to the Staff > Documents using the left menu. Then click on the button with the settings icon.

  2. Then click on the Add button.

  3. Enter the category name and documents in that category and click Create button. (You can add multiple documents by clicking on the '+' icon.)

Add staff documents

  1. Using the left menu, go to Staff>Documents and click on the Add button.

  2. Enter the details of the new document you want to upload and hit Create button.

View reports

  1. In order to view the document report, using the left menu, go to Staff>Documents and click on the Reports tab at the top of the page.

  2. You can filter this report by document category, type and staff.

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