Overview: The Workforce Documentation module not only allows the management of all documents associated with an employee, but also facilitates the editing and correction of these documents to ensure a successful and correct document flow.
Start from: The Workforce module.
Select Documentation from the main menu.
In the Documentation screen, locate the specific Document you wish to edit. You can use the magnifying glass icon ⌕ to enter text for easier searching.
Select any point in the row corresponding to the document to open the Assigned Document pop-up window.
In this window, you can edit the general data of the document, such as its description, assigned tags and whether it will be visible or not in the Employees App.
Notes: It is not possible to change the document or employee assigned to a Documentation event. To change these details, delete the event from the table and create it again with the correct data.
You can Delete an event by selecting the trash can icon 🗑 at the end of the row corresponding to the selected document.