Adding documents to a staff member’s file is the same as adding them to a provider’s file. This document is intended for staff members.
Documents can be added to a staff member’s file from different areas in RFX, either by request from the staff member or directly from the facility.
Where to Add a Document:
- Main Staff Dashboard – Click the white action button and select Add Document.
- Individual Staff File – Click the blue action button at the top-right and select Add New Document.
- Staff Tabs – Each tab has an Add Document option at the top-right.
How to Add a Document:
- Click Add Document, and a pop-up box will appear.
- To upload the document, drag and drop it into the blue box, or click to select it from the computer.
- From the drop-down list, select the appropriate document. These documents are managed in the Staff Checklist (see Setting Up Staff Checklist for more details).
- Enter any relevant dates, if available.
- Add a description for quick reference.
- (Optional) Check the box to archive the document.
- Click Save.
Helpful Hint: Adding details such as the Effective and Expiration Dates, and Description helps manage the document now, rather than having to do it later. These details can be edited at any time.
Additional Options After Adding a Document:
Once the document is added, it will appear in the document list for that tab. From here, you can:
- Make Changes – Click the pencil icon to edit the document.
- Request Document from the Staff – See Requesting Documents for more details.
- Archive Document – Archive the document if needed.
