Compliance Documents in Staff Member Profiles

To add a new compliance document to a staff member’s profile:

1. Go to Main Menu > Staff.

2. Locate and double click on the staff member using the search filters.

3. Click Compliance.

   

4. Click the green + button. This opens the Add Staff Compliance window.

   

5. Click the document to be added.

   

To edit an existing compliance document on a staff member’s profile:

1. Go to Main Menu > Staff.

2. Locate and double click on the staff member using the search filters.

3. Click Compliance.

   

4. Double click on the document to be edited.

5. Edit the information as needed and click Save.

   

To remove a compliance document:

1. Go to Main Menu > Staff.

2. Locate and double click on the staff member using the search filters.

3. Click Compliance.

   

4. Double click on the document to be removed.

5. Click Delete.

   

To view all staff member compliance documentation regardless of expiration:

1. Go to Main Menu > Staff.

2. Locate and double click on the staff member using the search filters.

3. Click Compliance.

   +

4. Click Show History. This displays all compliance documents on the staff member’s profile.