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 the Staff > Documents using the left menu and click the Settings tab.
Then click on the Add button.
Enter the category name, mark which documents are required or optional, and click Create. To add multiple documents, use the ‘+ Add More’ icon.
Add staff documents
Using the left menu, go to Staff>Documents and click on the Add button.
Enter the details of the new document you want to upload and hit Create button.
View reports
To view the document report, navigate to Staff > Documents from the left menu.
This report can be filtered by category, type, status, staff, or required documents.
You can change a document’s status to required or not required to handle exceptions for specific individuals.
