Frequently Asked Question

Go to Reports-> Spreadsheet Reports.

The select the Staff Status from the report drop down.

Use the set columns to display.

Click the Documents tab make sure the dot is next to Documents, Scroll down the list and find Occupational Health Questionnaire and make sure there is a tick next to it. Close the window when done.

The system defaults to Live staff you can change it to other status by using the Status drop down. Press Load Report to return staff.

Select a record in the column Named Occupational Health Questionnaire

Select File-> Email choose either Selected Record or Column Selected

Selected Record will send an email to the selected person

Selected Column will email everyone in the returned list.

They will receive an email en email show below. The link on the email will take them to the online form.