Adding a Personnel Record to a User

Note - This function is only available in a Pro or Enterprise subscription.

Before you start

Desktop Only

  1. In the side menu, select People > Manage People and click Edit on the user record tile.
  2. Select the Personnel Records tab, click Add Record and select the applicable record from the dropdown list. 

  3. Enter the Title and a brief description and upload the applicable document.
  4. This record is now stored against the user within your system

For further information on uploading a Health Record see our Adding a Health Record tutorial