HR Document Types

You can access the HR Document Types through this icon:

User rights

The user rights shown below need to be enabled to view the HR Document Types.

HR Document Types

Allow the user to specify the types of documents that a crew member can be allocated. This window displays the current list of defined document types. 

To locate an existing document type:

1. Enter the name (or partial name) in the dialogue box
2. Select the SEARCH button. 

All matching results will be displayed.

Creating a new Document Type

Select the NEW button to create a new document type. The following window displays:

Fill in the following fields: 

• Name: Enter free text Name in the dialogue box (max 100 characters).
• User Groups: You can make the document available to specific groups. Note: No matter the selection, Administrators will always have full rights to see the documents.
• Active: Select Active if the document type is to be used.
• Default: Select Default if the document type is the default. Only one document should be default.

Once the parameters are defined, select the SAVE button. The information is submitted to the database and the new entry appears in the existing list of items. To discard a new item prior to saving, select the CANCEL button. The information will be removed and the window closes.

Editing an existing Document Type

Once a document type is added to the list, it can be amended. 

1. Choose the document(s) to be amended by selecting the checkbox to the left of the document name
2. Select the EDIT button. 
3. The document type details appears in a new window and can be edited as required. Note: If more than one document type is selected, each item appears in a separate window and can be edited. 
4. Once the required amendments have been made, select the SAVE button to commit the changes to the database.

Copying an existing Document Type

A document type can be copied to create a new document type. 

1. Choose the document type that is to be copied by selecting the checkbox to the left of the document name.
2. Select the COPY button. 
3. The EDIT dialogue window displays and the new parameters can be entered. 
4. Once the parameters have been defined, select the SAVE button to submit the changes to the database. Alternatively, the changes can be discarded by selecting the CANCEL radio button and the parameters will not be submitted to the database.

Deleting an existing Document Type

You can delete Document types that are no longer required. 

1. Choose the document type by selecting the checkbox to the left of the document name
2. Select the DELETE button. 

The document type is removed from the database and is no longer visible in the list of available types.