- Caresmartz360 Community
-
Questions
+1
Adding Duplicate Files to Employee Files
I need to add duplicate files to our employee files to save up to 10 years, but the system will not allow me to do so. How can this be fixed?
For example, if I need to add an updated background check to a Caregiver's file, it will only allow me to edit the file and add the newest background check opposed to allowing me to add multiple of the same file type to the employees account in CareSmartz.
Customer support service by UserEcho
Are you uploading the file under the Caregiver Compliance on the HR tab? I agree that could be useful?
You also can upload the documents in the Key Documents Tab. Use the Caregiver Compliance to track the expiration and when you need to run the new check. But load the actual results to the Key Documents Tab.
To make things easy to find add a "Background Check" document type in the caregiver Drop Down Maintenance back end settings. Then it woudl look something like this.