Carers have two places on the Mobile App to view their document.
My Document: This is where Carer will see the relevant document only for them. Their certificates or compliance documents will be found here.
Document Hub: The document uploaded here will be accessible by all other users within your organisation through the App. You can share policies and procedures using this feature. You can read more on the Document Hub here.
Before beginning this setup, we recommend reading How to Manage your Carer Document via the Scheduler for more context on uploading staff documents and setting the expiry dates.
Once documents have been uploaded to each staff's account, they can be accessible from the App. This can be of assistance as staff can view and track their document expiry dates.
Enable Visibility in Staff Document Upload Page
To change the visibility of your Carer's Document, navigate yourself to Staff → List → Select Staff member → Documents. This will direct you to the staff document list page.
The default visibility will be set to Hidden when documents are initially uploaded.
Change the document visibility by clicking the Hidden/Visibility option to open the drop-down menu. Select Visible in the drop-down to allow staff to view their documents in the App.
Staff document view in ShiftCare app
Staff view their documents added by the organisation from their ShiftCare App by clicking the My Documents option in the app menu option.
Clicking on My Documents will take staff to a page where they can access their documents by name and see the expiry date. They can download and view these documents on their phones.
Documents uploaded on the Document Hub will be visible by default and cannot be set to Hidden. Please note the file size limit. You will receive an error message when your file size exceeds the limit.
Staff document hub view in ShiftCare app
Forms, policies, and other documents uploaded here by Admin will be shared with everyone in the organisation.
📝 Note: Documents in 'My Document' and 'Document Hub' has read-only access to staff. This means staff cannot upload or amend documents on the App. If they have any concerns or require updating information, they must contact the office, and only Admin and HR access level can update this information.
For Staff's Compliance document, Admin can manage these on the Staff's Profile page or via the staff's document. You can customise your staff Compliance Category types by navigating yourself to Account Settings → Report headings → Compliance.
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