Overview
RecDesk allows you to attach documents to Personnel (Instructor, Coaches, or Volunteer profiles) and then easily search for all that have certain Document Types On File or NOT on File.
Before You Start
Before attaching Documents to Personnel/Volunteers, be sure to add any/all Document Types you'd like to attach to their profiles. See How Do I Create Document Types?
Click Admin then Personnel/Volunteer List. Then click on a Personnel/Volunteer's name.
How to Attach a Document to an Instructor, Coach or Volunteer
- Click Attach New Doc just above the Address.
- Choose a Document Type from the drop down. If the Document Type has an Expiration Type, the default Expiration Date will appear, which can be overridden.
- Check off Mark Document as on File if you have a hard copy of the document OR click Choose File and follow the prompts if you'd like to Upload a Document to attach to this Personnel/Volunteer.
- The Document Title will be autofilled with the Document Type, but can be overridden.
- The Document Title will be autofilled with the Document Type, but can be overridden.
- You can optionally add a Note.
- Click Save.
Tips:
Once document are added to your Personnel/Volunteers, you can perform an Advanced Personnel Search by Document Type. See how here: What is the Personnel/Volunteer List and How do I Perform Advanced Searches on it?