Compliance Documents Identified and Created

Identify Compliance documents required and create them in the system

 A compliance document field is used when there is documentation that is required and has an expiry date. This includes licences, visa, WWCC, working cards, etc.

To create a compliance field, click on ‘New Question’ in a form.

Click on the drop down arrow and choose the ‘Compliance Document’ field.

Type in your question, then click on save.

You will be able to see the compliance field and what it looks like.

The required fields in this compliance document field are only the ‘File’ upload and the ‘Expire Date’. The rest are optional.

Repeat this process for any other compliance documents you require from the employee.