<!-- RTOSafe Help — rendered version: https://rtosafe.com.au/help/staff-documents -->

# Staff Documents

Staff documents track credentials (like First Aid and TAE qualifications), employment records, and other files. Staff can upload their own documents through the Staff Portal, or you can add them on their behalf.

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## Adding a Document

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Go to the staff member's profile and select the **Documents** tab

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Select **Add Document**

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Choose the document type and upload the file

The form changes based on the document type — expiring credentials ask for expiry dates, qualifications ask for the issuing provider.

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Select **Add Document**

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<figure><img src="/help/assets/staff-documents-1.png" alt="Staff profile Documents tab with the Add Document form for uploading credentials"><figcaption></figcaption></figure>

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## Verifying Documents

Verification confirms you've checked a document is genuine. Once verified, a document can't be edited.

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Open the document from the staff member's documents page

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Select **Verify Document**

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Optionally add verification notes (how you verified it) and upload evidence

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Select **Verify**

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<svg class="w-5 h-5 shrink-0" fill="currentColor" viewBox="0 0 20 20"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.707-9.293a1 1 0 00-1.414-1.414L9 10.586 7.707 9.293a1 1 0 00-1.414 1.414l2 2a1 1 0 001.414 0l4-4z" clip-rule="evenodd"></path></svg>
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Verification is required before a document can be used as evidence. It confirms you've checked the document is genuine.

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## Expiry Notifications

For expiring credentials, RTOSafe sends automatic email reminders:

* 60 days before expiry
* 30 days before expiry
* 7 days before expiry
* On the expiry date

These go to both the staff member and compliance admins.

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## What Staff See

In the Staff Portal, staff can:

* View their required documents and what's missing
* Upload their own documents
* See expiry dates and verification status

They can't verify their own documents — that's an admin function.

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## Common Issues

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<summary><strong>Can't edit a document</strong></summary>

Verified documents can't be edited. Remove the verification first if you need to make changes.

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<summary><strong>Staff uploaded the wrong file</strong></summary>

Ask them to upload a new document — you can then archive the incorrect one.

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<summary><strong>Expiry notifications not sending</strong></summary>

Check the staff member has a valid email address and hasn't unsubscribed from notifications.

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