To assign the documents that will automatically be attached to a new placement the user will need to:
Click Options, then click Manager
Click Documents, then click Placement Activity Setup
To add the document click the ✚ Symbol in Placement Activity tab, Placement Document Setup section
A screen will open in order for the user to add the details of the document. The fields that need to be filled in will be the below:
Description: this is the name of the document
Template Based on: select the category the document is saved to in Template maintenance
Always use this Template: Select the actual document
Related: select who the document is sent to
Default Transport: select how you want to issue the document , usually as an email.
Note: Fax and SMS do not work with this functionality.
Click Save
Click the Placement Activity Setup tab.
The user will need to select which placement type they want the document to appear on e.g. temp. If the user chooses temp they will also need to select the payment type e.g. Umbrella company
Click the ✚ Symbol on the Placements Activity Setups section
From the list of placement templates that appears select the appropriate one.
The placement template will appear on the main screen.
If the users need to be able to add the document to the placement record using the Create Default Activity option the Default checkbox will need to be ticked. To do this click the Pencil 🖉symbol at the end of the row and then tick the Default checkbox.
Click Save. The document has now been set up to be added to the placement record.
In order to attach the documents the user will need to follow the steps below:
Open a placement
Click the ✚ symbol
Click Create Default Activity. All documents set up for this type of placement and payment type, if it is a contract or temp Placement, will appear.
For more detailed information, please refer to your LMS course Access RCRM - Systems Administrator - Documents and Templates - Certified.