ARTICLE: People Management - Document and Attribute uploads
Student life management can produce an accumulation of paperwork, while Reach creates and provides document free solutions, paperwork still occurs to some degree.
There are three areas available for document upload within contact profiles;
- Documents tab - designed as storage for any type of document required
- Attributes tab - designed for the upload of 'Qualification' type documents - certificates and permits
- Medical tab / Attributes Section - designed for the upload of 'Medical' documentation
- Medications Module is required to be installed and enabled to utilise this area
Relevant documents can be uploaded to any individual contact profile for quick reference and can be updated or deleted at any time.
Main Menu >>People Management >> View Contacts >> Profile
View Contacts
The People Management page presents current/active contact profiles via a table view, which can be adjusted with the filters provided.
Here you can view, collate, rank and export data as required. This page also allows the creation and bulk management of contact profiles.
To click on a line item will open the profile, across the top is a row of tab pages grouping data for the individual.
Documents Tab
Click on the Documents Tab, current documents can be seen. In the example image, Karen has a permit document uploaded.
This can be easily viewed or deleted here.
Document ID - refers to the unique reference code given by Reach to store in the database
Document Name - refers to the name of the document upon upload from your computer
To upload a new item, simply click on the green 'Add New Document' button and the pop-up provides the upload platform.
Attributes Tab
The main difference between the Documents Tab and the Attributes Tab, is the specific attributes that are created and managed by your school via System Configuration >> Attributes.
Information regarding the setup process of Attributes can be found with this document: How to Setup Attributes
In the example image, the label name refers to the attribute that has been created and used here.
The validity dates are controlled within the attribute upload and can be adjusted at any time.
To Edit and Delete the line item, that can be managed here easily with the buttons provided, or click the item to update.
To add a new item, simply click the blue 'Add Attribute' button, the pop-up window provides a quick system.
Select an attribute from the menu, adjust the valid From/Until dates and a reminder date, if required.
Upload the document for storage and quick view, add any notes if required, click to save.
Control who can see uploaded documents
You can control which Role Types can see the Documents Tab in the profile, via the user's Base Security Settings in Infinity.
You can manage individual settings via the specific contact profile, under the Permissions Tab.
Additional Profile Tutorials
The following links provide steps to further setup and manage contact profiles;
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