Set Up Document Types
RTOSafe comes with common document types already set up. You can add your own or customise the existing ones.
Understanding Document Categories
There are three types of staff documents, each with different fields:
| Category | Purpose | Key Fields |
|---|---|---|
| Expiring Credentials | Documents that expire and need renewal (First Aid, WWCC, Police Checks) | Issue date, expiry date, issuing authority, reference number |
| Non-Expiring Credentials | Qualifications that don’t expire (degrees, certificates, TAE qualifications) | Date awarded, issuing provider, reference number |
| General Purpose Documents | Everything else (resumes, contracts, references) | Document date only |
Some document types are locked and can’t be edited. Create a new type instead if you need something similar.
Adding a Document Type
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2
Select Add Document Type
3
Enter the name and select a category
4
Select Save
What Happens Next
- The new document type appears when staff upload documents
- You can now require this document type for specific positions
Common Issues
Can't edit a document type
Some types are locked. Create a new type instead.
Need to remove a document type
Archive it from the document types list — this hides it from new uploads but keeps existing documents.