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Documents

Contents

• Downloading procedures, forms and reference documents
• Searching
• My Documents

Downloading procedures, forms and reference documents

First select the system you want to download documents from using the Documents drop-down list.

If you have access to multiple homes or services, a drop-down list of the names of the homes or services appears under the menu bar. Choose the required home or service. The website uses a hierarchical (tree structure). Move down the "branch" to reach the document you require. If you have paid to download the documents, the buttons PDF and DOC will be active. Clicking on them will download either a PDF file or a Word file of the document with the home or service name inserted into the document. Once it has downloaded, save the document into a folder. The folder structure you use to store the documents is entirely up to you.

Searching

If you are looking for a particular document which contains a word or phrase, or a set of documents relating to a topic, you can use the Search box to enter a word or phrase. As you type into the Search box, a list of documents will be display, in order of relevance.

NEW - My Documents

Uploading your own documents and forms

The Required Systems Document Manager is populated with procedures and forms which are the same for all users (apart from the name of the home or service in the header).

This new feature allows managers to upload documents to the system which are specific to their home or service.

If you have a paid subscription for a Care Home or Domiciliary Care Service, the manager of the account can upload documents which can only be seen by logged in managers and sub-users of that home or service.

This feature can be used to upload and access specific documents for the home or service or it can be used to upload and access an edited version of one of the Required Systems documents or forms.

The manager can do the following:

• Upload a document to My Documents
  

  If there are multiple homes or services, select the one you wish to upload the documents to. The document can be a Word document, Excel spreadsheet or a PDF file up to a maximum file size of 20MB. The total storage space available per home or service is limited to 100 files each of a maximum of 20MB. If you need more space than this, please contact Required Systems.

• Naming the document
  

  Each document has a name which describes its function. The document can be renamed or deleted by the manager.

A sub-user who has been given access to the documents for a home or service will see the My Documents link on the main documents menu. Clicking on this will show any documents that have been uploaded specifically for that home or service. Clicking on the name reveals the download button. Downloaded will be placed in your normal downloads folder.

Note: Any document uploaded to the My Documents are specific to the home or service selected. They are private and only the manager and sub-users can download and view the documents.