Any document types that the company needs to keep a record of for both children and staff can be added on this page. Examples of these documents are birth certificates, driving licenses, DBS certificates or passport scans. To add a new document type, click on the '+' button in the top right-hand corner of the screen.

  1. The name of the document can be entered here, i.e. driving license.
  2. A description of the document can be entered in this field.
  3. A name for the first date can be entered here, i.e. start date.
  4. A name for the second date can be entered here, i.e. expiry date.
  5. A title name to explain what data needs to be captured can be entered in this field.
  6. A title name for the notes column, which can be used to add further notes, can be added in this field.
  7. These two tick boxes can be used to indicate whether this document is for staff, children, or both.

As the user creates document types, they will appear in a list on the Document Type page. The user can view, edit, delete or change the status of the document to active or inactive using the buttons on the right-hand side of the list. A document can also be searched for by entering full or partial details into the blank fields at the top of the list.

The document types will then form a drop-down menu on the 'Staff/Child Document - Create' form on the staff/child profile. Once the user has selected a document type, they can upload the document by clicking the 'Choose file' button.