The configuration is the section where all settings, categories and options are set-up. To modify any of those, you need to have the right security access.
1. Navigate to the Configuration module by selecting ‘Configuration’ from the menu bar across the top of your screen.
2. On the next page, scroll down to Staff Categories section. You can add a new item by clicking on the the
button above or click on
to edit an existing item.
3. If you chose to add a new item, fill in the name and select the approval category from the drop down, the click on the ‘Save’ button. The Staff Category Approver will approve documents provided by staff under this category.
4. To edit an exiting category select the
and modify to suit, then click ‘Save’ to go back to the previous page.
5. To assign an online test to all staff with this category: Click the
select the test from the drop down, check the mandatory check box and click on the ‘Save’ button to add it.
Note: This induction request will appear on the dashboard of each staff member who will be assigned this category.
6. To request documents of staff categories, add new document categories by selecting them from the drop down (1) and clicking the ‘Save’ button (2).
Note: This document request will appear on the dashboard of each staff who will be assigned this category. The uploaded document will then go the ‘Staff Category Approver’.
