Prerequisites: Before you proceed, make sure that you have first defined the following (click on the links for more information about these items):
· Document Types
· Human Resources Filters
In the setup - "Namedocument" you can specify the system default document The number in () indicate the "detail" rules. |   |
To create a new document click on 'New'. Name: Mandatory Shortcode: Mandatory Document type: Select the Document Type Filter: HR Filter (group of staff which will have this document in their profile). Active: select 'Active' (and optionally Default). In the Form Fields section, you can choose which details concerning the new document will be possible to enter into N-OC. You can also make them mandatory fields. The Details section is currently not in use. |  |
Quick Add: Using the Quick Add button the user can easily add a document to a particular crew member. |  |