Manage Mandatory Documents
Use this function to add mandatory document type to specified category types.
Select the Manage Mandatory Documents button.
Select add and fill in the document requirements.
At the “Type” selection, select the applicable requirement type that you need applied to the equipment.
If you require an expiry date to be added when the position is being added, select the toggle for “expires” yes.
If the document to re-uploaded on a set frequency, add the required days to the frequency type.
Using the dropdown selection, select yes or no if this requirement is mandatory to the equipment category.
Note: If you select “No” to this requirement being a Mandatory Requirement, the Service Provider will have the ability to mark this requirement as not applicable when they start to submit their proof of requirements.
If this category requirement requires a review, select yes or no as applicable.
Note: If you select “yes” to the requirement needing to be reviewed, you will be required to select a user group to review the category requirement.
Once you have completed all the requirement fields, select the save button.
Your requirement will now be added to your list of requirements available.
To apply a mandatory document to a category, select the manage button that displays next to the requirement created.
Click on the category and select the arrow to link the category to the equipment.
If you want to link the requirement to all categories, simply click on the double arrow to link all categories.
Note: It is important to ensure that each equipment item has an equipment category assigned to it.
When the document gets uploaded by the Service Provider on their equipment item/s or a client user uploads against their own equipment item piece/s, the status will show as uploaded.
Client to view documents in “Approve Documents”