The existing documents in your Citation HR Software system can be easily updated - anytime. This refers to any documentation of your organisation and/or your workers' documents.
The following document information can be updated:
- (Document) Status
- Signature Date
- Title
- (Document) Type
- Branches Allowed
- Expiry Dates and Alerts
Depending on which module the document is stored, a user must have any of the following roles to update document information:
| For your organisation's documents (e.g General Docs tab, Policies tab, etc) | For your workers' documents |
| EmployeeManagement EmployeeManagement (No access to contracts) EmployeeManagement-(No Docs or Notes) EmployeeManagement-(No Docs, Notes or Checklists) ContractorManagement VolunteerManagement GrievanceManagement WHS Administrator WHS Management WHS (Legacy) WHS Administrator (Legacy) |
EmployeeManagement EmployeeManagement (No access to contracts) ContractorManagement VolunteerManagement |
Below are the steps on how to update document information:
1. Navigate to the tab where the document is stored (e.g. General Docs tab, Policies tab, Documents tab of the worker's record).
2. Click the name of the document.
3. Below the Details section, you will see "Edit" buttons which will allow you to update relevant document information. Click the "Edit" button you're after:
| Status | |
| Signature Date | |
| Title |
|
| Type |
|
| Branches Allowed |
|
| Expiry Dates and Alerts |
This also relates to Scenario 2 of article: How To Set A Reminder |
| Folder | Please Note: Moving documents from one folder to another is only allowed for company/organisation documents - and not allowed for workers documents. |