WorkPro’s document management function allows you to define and configure documents that you would like a worker, group of workers or an entire workforce to upload, and for you to monitor, as part of their engagement.
Customers can define an unlimited number of documents and have the freedom to administer in line with changing business needs.
STEP 1: - Log in to WorkPro, select ‘Actions’ and ‘Manage Document Types’
STEP 2: Choose +, enter the Document Type Name and ‘save’
Once defined, the document will appear in the drop-down list.
STEP 3: - Select if you’d like to show an expiry date on your Administration dashboard AND configure mandatory requirements
Key Note: the ‘Default Fields’ will always be shown to the candidate to enter as part of their upload. However, you can elect to show SOME of the information on the Administration dashboard, primarily the ‘Issue Date’ and ‘Expiry Date’. Select ‘yes’ to display on the dashboard. You can change this at any time.
STEP 4: Define Custom Fields
It is possible to add any custom information you would like the candidate to enter as part of the upload, e.g. Issuing Body, Policy Number.
To define any custom fields, select + and enter the information required. You will need to enter a Field Name and select the input type from the Field Type dropdown menu. You can also select whether the information is mandatory or non-mandatory.
STEP 5: Select the Site Access
If your organisation has more than one ‘Site’ established, you can dictate which sites have access to viewing the defined documents and able to add the document to a candidate request. You can also change these at any time by ‘editing’ the document (see below). Drop down the list, select some or all sites that your organisation owns and ‘save’.
STEP 6: Administering Existing Documents
Once the documents are defined, they can be edited/updated, or deleted by selecting ‘Actions’, ‘Manage Document Types’ and selecting the document from the drop-down menu.
Note: the changes won’t apply to documents that have already been uploaded by a candidate.
STEP 7: Adding a Document to a Package or Candidate Request
Once a document is defined, it can be added to a package or you can send a single candidate request.
To add a document to a package or request, select ‘Actions’ and ‘Packages’, create or open the package, select ‘Documents’ from the request list, select the document/s that is displayed in the list and add to the package.
