Documents

Managers can issue documents (service notes) to other employees, with consultation tracking.

For each issued document, you can see:

• Employees who have seen the document (when they displayed it).
• Employees who have read it (by clicking on the I confirm I have read the document button).

Documents can also be archived, which allows you to keep a history of consultations while making them unavailable in the list of active documents.

Document management

• Add a document: Click on Add.
• Modify a document: Click on the Edit icon.

Warning: Modifications are limited once the document is published, as feedback is expected from employees. The content cannot therefore be modified.

Creating a document

When adding a document, you must specify:

• Title and content of the document.
• Files: You can add files to consult with the document.

Document distribution

You must also specify who this document is addressed to:

• To all employees.
• To one or more distribution lists (see Users / Distribution List).
• To specific users.

You can also make the document available for new employees who arrived after its creation and activate an option to force reading of the document via a popup when logging in.