You can upload documents to service user or employee records, which allows you to upload their training certificates or hospital letters for example.
📌Note: You're unable to see documents on the Access Care Planning app.
Employee
To add documents to an employee record, follow these steps:
Click the three-line menu.
Under Services, select the service the employee is under.
Select the relevant service.
Select the relevant employee record.
From the left-hand panel, select Documents.
If required, create a new folder.
Click New Document.
Name the document and add a description if needed, then click Choose File.
Find the location the document is saved and select the document and clock Open.
Click Save.
Service user
To add documents to a service user record, follow these steps:
Click the three-line menu.
Under Services, select the service the service user is under.
Select the relevant service.
Select the relevant service user record.
From the left-hand panel, select Documents.
If required, create a new folder.
Click New Document.
Name the document and add a description if needed, then click Choose File.
Find the location the document is saved and select the document and clock Open.
Click Save.