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HR Document Types

 
 
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 enter the name (or partial name) in the dialogue box and select Search. All matching results will be displayed.
 
 

Create New Document Type

 
Select the NEW radio button to create a new document type. The following window is displayed.
 
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 radio button and the information is committed to the database and the new entry will appear in the existing list of items. To discard a new item prior to save select the Cancel radio button and the information will be removed and the window closed.
 
 
 
 

Edit Existing Document Type

 
Once a document type is added to the list it can be amended using the following procedure.
Indicate the document (s) to be amended by selecting the tick box to the left of the document name and select the Edit radio button. The document type details will appear in a new window and can be edited as required. If more than one document type is selected then each item will appear in a separate window and can be edited in turn. Once the required amendments have been made select the Save radio button to commit the changes to the database.
 

Copy Existing Document Type

 
A document type can be copied to create a new document type using the following procedure.
Indicate the document type that is to be copied by selecting the tick box to the left of the document name and select the Copy radio button. The EDIT dialogue window is displayed and the new parameters can be entered. Once the parameters have been defined select the Save radio button to commit the changes to the database. The changes can be discarded by selecting the Cancel radio button and the parameters will not be committed to the database.
 

Delete Existing Document Type

 
Document types that are no longer required can be deleted using the following procedure.
Indicate the document type that is to be copied by selecting the tick box to the left of the document name and select the Delete radio button. 
The document type is removed from the database and is no longer visible in the list of available types.

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