Set Up Document Types

Configure the types of documents staff can upload.

RTOSafe comes with common document types already set up. You can add your own or customise the existing ones.

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Understanding Document Categories

There are three types of staff documents, each with different fields:

Category	Purpose	Key Fields
Expiring Credentials	Documents that expire and need renewal (First Aid, WWCC, Police Checks)	Issue date, expiry date, issuing authority, reference number
Non-Expiring Credentials	Qualifications that don't expire (degrees, certificates, TAE qualifications)	Date awarded, issuing provider, reference number
General Purpose Documents	Everything else (resumes, contracts, references)	Document date only

Some document types are locked and can't be edited. Create a new type instead if you need something similar.

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Adding a Document Type

1

Go to Settings → Document Types

2

Select Add Document Type

3

Enter the name and select a category

4

Select Save

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What Happens Next

• The new document type appears when staff upload documents

• You can now require this document type for specific positions

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Common Issues

Can't edit a document type

Some types are locked. Create a new type instead.

Need to remove a document type

Archive it from the document types list — this hides it from new uploads but keeps existing documents.