Client Documents tab overview
The Documents tab is where Staff Members can access and upload documentation relating to the Client. When a Document is added, the relevant Document Type can be selected here and the relevant file uploaded.
This article provides an overview of the different sections of this tab in the Client record and includes a section regarding related learning content for reference.
Audience: All
Client Documents tab overview
The list of available Document Types is based on how this has been configured by your organisation in System Preferences. When a Document is uploaded here, it can then be added to other records related to the Client in SupportAbility, such as Client Warnings, Medical Conditions and Behaviours, Consent, Client Journals and Funding records as a reference.
The date the Document is due to be reviewed can be added here as well as who should be notified of this, resulting in a Dashboard prompt appearing to alert the Staff Member of this in advance of this date. When a Document is no longer current, the Status of the Document can be updated to Obsolete.
If required, additional Security settings can be utilised here to limit access to a Client Document to 'Managers Only' or to restrict access to a Document to those who work in a specific Service.
Documents uploaded to Client records can be searched for using the Document Search available in the Reports menu from the Dashboard for reference.
Related learning content
The following articles have been linked below for reference and videos can be found in the Learning Centre in SupportAbility:
- Foundations | Client Documents article
- Uploading Documents article
- Locking Documents by Service article
- Download and Preview Documents article
- Document Search article