What are document types?
A document type is a kind of document you expect your workers to have, such as a white card, a first aid certificate or a forklift licence. You set them up once and link them to worker categories.
What a document type is
- A kind of document, for example "Working at Heights Certificate".
- Each one has a Document Name, a Type (normal or high-risk) and a description.
- You find them under Safety > Document Types in the left menu.
How document types fit together
- You create a document type.
- You create a category (a group of workers, such as "Electricians") and choose which document types belong to it.
- When you add a document to the category, you decide if it's Mandatory or optional.
Where else they're used
- To label files you upload for an app user, a company or a project.
Good to know
- You need at least one document type before you can create a category. See How do I create a category?
- The same document type can be mandatory in one category and optional in another.
- There's no option to edit or delete a document type.
- To find one, type part of its name in the Search... box on the Document types page. Hover over or click the ? icon next to a name to read its description.
- If you can't see Document Types, these features may not be turned on for your organisation. Ask your Swift Checkin administrator.