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What is teams documentation and how do you add it?
What is teams documentation and how do you add it?
CustomerSuccess Team avatar
Written by CustomerSuccess Team
Updated over a week ago

In contrast to the document management in other modules, teams documentation generates restrictions when carrying out activities so that if the inhouse personnel has an expired document, they won’t be able to do the task until the document is renewed. For example, it can be used for documentation that is necessary for performing certain activities.

To add documentation in teams, go to the “Documentation” submodule in the user’s inhouse personnel profile (this user profile should already be associated with a teams schedule).

Click on the add option to open a new window where you can add the description and date range to the documentation you want to add.

Then click on save to establish the documentation associated with the person in question.

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