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Placement Attachments

  User Roles

This feature can be used by the following user roles:

  • Centre Manager
  • User Manager
  • Assessor with permission

  Permissions

Can manage placement documents

The Placements Attachments feature can be used to attach documents such as health and safety files and insurance documents.

Centre Manager Assessor

To add a Placement Attachment as a Centre Manager or User Manager, please follow the below steps: 

  1. Click Centre in the navigation menu
  2. Click Placements
  3. Click on the Placement you want to add an attachment to
  4. Under Placement Documents click Select Files and choose the file
  5. Select a Document Category (optional)
  6. Enter Expiry Date (optional)
  7. Click Update


Terminology

Please note that the terminology used in this article may be different depending on your Centre.

C
Charlotte is the author of this solution article.

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