Manage Compliance Documents on a Staff Member's Profile

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

1. Go to Main Menu > Staff.

2. Use the filters to locate the staff member. Double-click to open the staff profile.

3. Click Compliance.

   

4. Click Add a New Compliance Document. This opens the Add Staff Compliance window.

   

5. Click the document to be added.

6. The document is added. Double-click on the document to open it and begin the editing a compliance document process.

   

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

1. Go to Main Menu > Staff.

2. Use the filters to locate the staff member. Double-click to open the staff profile.

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. Use the filters to locate the staff member. Double-click to open the staff profile.

3. Click Compliance.

   

4. Double-click on the document to be removed.

   

5. Click Delete.