Administration

How to request all staff to read a document in the 'Documents' section

How to send a request for all staff to read a document(s) - to check it has/has not been read and send a reminder

You can add documents when you have the Document Mgr permission. To add a document click ‘Documents’ in the left hand menu.

documents

Below Document Manager you will see your document categories with any documented added.

document category

Click the blue eye symbol to mark a particular document as required read.

To see who has or hasn't read the document - you can either click on the red number under 'statistics'

or the three lines next to the bin icon. This will then show a list of names.

In the top left hand corner you will see these tabs:

tabs

This will help you to see who has completed the task or not. From there you can see the status and choose the 'remind' button to send them a notification to let them know that the document still requires their attention.

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