Document Types

Document Types



Documents or images for Staff members, Parents and/or Learners can now be stored on d6+. You can use this to upload a copy of a person's ID, birth certificates, proof of residence, immunisation card, copy of last school's report, and other documents into d6+.


Create different document types:
Any number of additional types can be added according to the needs of your school.
Note:
Only one document can be uploaded per type, per person. If you would like to upload several similar documents, you'll have to create numbered types, for example, Therapist Report 1, Therapist Report 2, etc. Duplicate names are not allowed. Future development will add the ability to attach documents to events such as absenteeism.


My School > General > Documents: Document Types
  • Select the Staff, Learner or Parent tab
  • Click Add to display a new line to enter the required document type details
  • Document Type Afr/Eng: Name the type of document
  • Status: Indicate if the type is Active or Inactive. Inactive types will be retained but not shown for learners, parents or staff.
  • Required: Indicate if the document is required or not. A system task will appear for each required type of document to indicate which learners, parents or staff are missing the document.
  • Click Accept Changes to save the entry 
  • Alternatively, click Reject changes to discard any unsaved changes.
The list of documents can be exported to Excel if the user has Excel export rights. 

User Rights
  • The ability to manage Document types is controlled by "1.1. School administration".
  • The ability to manage Staff documents is controlled by "1.2. Personnel administration".
  • The ability to manage Learner and Parent documents is controlled by "1.3. Learner / Parent administration".
  • The ability to view documents on Learner Overview is controlled by the Learner Overview


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