9-a Document Capturing

What is Document capturing?

‘Document’ or ‘Data Capturing’ allows us to collect compliance documents from our inductees as part of their training program. Licences, insurances, certificates and any other documents can be collected at the end of each induction. We can create different groups of documents and attach them to induction courses. All documents are constantly monitored by the system for expiration dates.  Once any document gets close to being expired, the system generates an auto notification and sends it to our users and then to our admins, to make sure that our users stay compliant.
 

Now let’s have a look at how it all can be set up. 

Let’s click on ‘Data Capture’. 

Now we need to create a New Group of documents. To do so let’s click on ‘Add New Group’

 
 
how to capture documents in induction uk

Now we need to name to our group, so it can be easily identified later, when we make any changes. Then we need to attach our document group to an induction in the area called ‘Associated with induction’.  

If we look below ‘group description’ area, we will see couple of other available options:

Monitor Expiration and

Notifying Inductees on Expiration.

These Settings can be turned On and Off at anytime.

online document capturing

Ok, let’s call our group ‘Contractors’ and we are going to associate it with ‘Test induction’

We are going to Turn ‘Monitor Expiration’ and ‘Notify Inductees on Expiration’ ON

 Now click on ‘Save’

online induction documents uk

Now we need to add documents to our group. Click on ‘Actions’ and then ‘Add New’.

help pages document capturing

We can choose to add any documents from the dropdown list or we can create our own document by clicking on ‘other’.

online inductions uk

Let’s me show you how to add a ‘Police check’ to our Document group. In the Name we have to type ‘Police Check’, now in the description area we would like to provide our users with a brief description of what we are after, lets type in ‘Please provide your current police check number’. 

Now since we are requesting to collect a number we have to turn ‘Request Text’ ON. 

Let’s say that a Police Check is a Mandatory doscument that must be provided, then we are going to leave ‘Make Optional’ OFF.

If we wanted to manually approve this Certificate then we would’ve turned ‘Manually Approved’ ON but for now we are going to keep all documents set on automatic approval. 

help pages induct for work

When we scroll down we can see few more options. We can capture document Issue and Expiry dates. Let’s turn them ON, as we need to know when this document expires. We can also request both front and the back of the document to be provided. I am going to request only the front.

If you would like you users to fill out your own editable form, then you can upload it by clicking on Upload button. Your users will then download your form, fill it out and they will be able to upload it back to their induction.

We can also request our users to sign this Document by clicking on ‘Request Signature’.

Now click on Save

online inductions uk

So now we have just added a Document called Police Check to our Document Group and attached it to our Test Induction. To add more Documents, just repeat these steps again.

induct for work uk

Now when we go back to our Site Inductions we can see that our Test Induction is now associated with Document Group called Contractors. All users going through our Test Induction will be asked to provide us with Documents that are set in our Contractor document group.

document capturing inductions uk

In our next help page we will cover how to send invites to online inductions. Happy inducting!