Vault offers the ability to add Reviews or Notes to the records of individual Workers. These may be used for a number of purposes, e.g. to record Annual Reviews or Health & Safety Reviews. This video shows the procedure for managing these items.
You will learn how to:
- Initiate editing a Worker
- Add a Review/Note
- Edit a Review/Note
- Delete a Review/Note
- Ensure you've learned the fundamentals of using Vault via our 'Vault Essentials' guide (click here).
- The Worker must already exist in the Worker Register (click here to learn how)
- The Worker Review Type must have been added to Vault Settings (click here to learn how)