People
Staff Documents
Staff profile → Documents5 steps
A worker's checks and certificates — NDIS Worker Screening, police check, first aid, CPR, driver licence, insurances. Expiry is the whole point of this screen: an expired check is a compliance failure the moment it lapses.
Step by step
- 1
Open the worker and click the Documents tab.
- 2
Click the button to upload, or drag a file in.
- 3
Choose the category — the assistant will usually have worked out what the document is already.
- 4
Put in the expiry date. Without it nothing can warn you.
- 5
Click Save. Expiring documents appear on the dashboard and in the compliance report before they lapse.
The screen
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