Note: The Staff Documents tab will only appear for agencies subscribed to ChildWare PLUS. To learn more about the additional system features available through an expanded subscription, visit the ChildWare PLUS page.
To quickly view and add a variety of documents for each employee, navigate to the Documents tab. This tab compiles documents uploaded here and on several other tabs in the staff member’s record.
From the Documents tab you can:
- add a new document (using the ‘Add Staff Document’ button); and
- print a report of all employee documents (using the ‘Print Document List’ button).
The Document Type menu contains many options listed in alphabetical order to help find the document you want to add. After selecting a document type, upload your document (see instructions for uploading files here).
Press ‘OK’ to save the new document.
The Documents tab also allows you to print a report of all saved documents for a staff member with the ‘Print Document List’ button. The report will open as a new tab or window in your browser and can be reviewed or printed, as needed.
Attachments are represented with the blue and white document icon. If you subscribe to ChildWare PLUS, you can add PDF attachments.
If the attachment icon is white with a blue outline, there is no document attached; if the attachment icon is all blue, a document has been uploaded. Click on the attachment icon to view the uploaded file.
When you are ready to save the attachment, click ‘OK’ at the top of the screen.
Now, you will be brought to back to the Admin tab where the attachment icon for the selected document is now blue to show that a file has been uploaded.
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