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
Log in to the Care Diary login page and go to Settings > Staff Documents.
Click on the + Add Category button located at the top right corner.
Enter the Category Name, add document types (e.g., Driver’s License), mark them as required if needed, and click on Create.
You can also add multiple document types using the + Add More option.
Add staff documents
Go to Staff > Profiles from the left menu and open the staff profile you want to upload documents for.
Navigate to the Documents tab and click on the + Add button.
Select the Category and Document Type, upload the file, add notes if required, set an expiry date if applicable, and click on Create.
View reports
To view reports, go to Reports from the left menu and click on Staff Documents under Document Compliance.
You will be able to view the Staff Document Status, including categories such as Valid, Expiring Soon, Expired, and Missing.
You can also use filters like Staff, Category, and Status to view specific records.
You can change a document’s status to required or not required to handle exceptions for specific individuals.
