Add a document (Locations)

This article covers: Add document.

Before you start

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

Steps

Open Core HR > Locations.
Select Add document.
In the window Documents fill in the fields below.

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

Select Save.

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 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.