Documents
Documents
In this panel you can track all documents that are in some way linked to the individual employee.
1. The Documents table contains all received, sent and internal documents in the documentation.
2. The lower part of the form shows tabs with more detailed information on the selected document.
- Links: This tab shows information on the documents linked to the selected document.
- Metadata: This tab shows the metadata of the selected document as entered by the user.
- Files: This tab shows all the files belonging to the selected document.
- Chat Log: This tab of the Documents form shows information on which task was run in relation to the document as well as when and by whom it was run.
- Local Files: In this panel, you can track all documents that are in some way linked to the individual employee.
In this field you can define following fields:
|
Type
|
In this field you can select from lookup grid choose a predefined types:
- Agreement
- Annex
- Diploma
- Spricevalo
- Other
With the double-click we enter the Types of Documents Register.
|
|
Types from 1 to 5 are predefined and in the register Types of Documents cannot be changed. However, we can add new types from including 6 forward.
|
|
|
Name
|
Name of from the Types of Documents register is transferred. Here we cannot change or correct data. We can change it in the Types of Documents Register.
|
|
Issued
|
We can enter a date when a document was issued.
|
|
Received
|
We can enter a date when an employee received a document.
|
|
Valid Until
|
We can define the date till when the document is valid.
|
|
Name
|
When we selected the path to the document we need to add a name of the document – we name it.
|
|
Document
|
First we set the path to the document, with a right-click in the field, a special menu will open
- Open – the program will open a window, if the path to a document is already set. The same will happen if you double-click the field.
- Change - the program will open a window where you can change the path to the document and the changes if after we re-select it.
- Add - the program will open a window where you can select the path to the document.
- Reset - the program will delete the path to the document.
|
|
Note
|
Space for detailed document description.
|
- Linked DMS: This tab shows information about all other linked documents for the currently selected Subject.
 |
In this panel you can track documents that are linked to the employee, including documents created from the Personnel | Forms | Documents! These documents can be employment contracts, annexes, statements, etc. |