Add a document (Cost Centers)

This article covers: Add a document.

Before you start

Access. You need access to Core HR > Cost Centers. If you do not see it in the menu, ask your administrator for the role that covers this area.

Steps

Open Core HR > Cost Centers.
Select Add a document.
In the window Add a document fill in the fields below.

Field	Required	What it means and what to enter
Title	Yes	A short title people will recognise.
Document type	No	Choose one: Charter, Policy, Approval, Contract, Report, Other.
Document number	No	The number printed on the document.
Expiry date	No	Pick a date.

Select Add.

The window closes and the table shows the result.

TIP

A star after a field name means the screen requires it.

If something does not work

The button "Add a document" is missing. You do not have the permission, or the page is not in your menu. See Access above.
A list in the window is empty. The records it picks from do not exist yet.
The window will not close or shows a message. Read the message: it names the field that is missing or not allowed.