Document Listing

TurnPoint allows you store any documentation you need in the system. This allows you to have one central storage place that can be accessed anywhere with an internet connection

Documents of all types can be added to the Turnpoint Care system. They are categorised on entry and are then displayed in alphabetical order within those categories.  Select Documents from the lefthand menu bar.

There is a search option with filtering available. Fields that can be filtered on are:

• Document Name,
• Path,
• Date Uploaded,
• Date Updated,
• User,
• Description,
• Access Level,
• Folder

Documents are stored in folders hosted on the Turnpoint Care server in the folder as indicated. The path is the physical file name uploaded. A prefix of the document number is added to file name on upload.

To add a new document, select the Add new document button. Enter the following:

1. Document Name, adhering to any document naming standards from your organisation.
2. Select Choose File to locate the document. It will be automatically uploaded. Select Upload File to reload the document to the Turnpoint Care server.
3. Description of the document.
4. Nominate the Access Level of users who will be able to view the document.
5. Select the Folder to store the document on the Turnpoint Care server.
6. Set the Deleted flag to “No”.
7. Select Add document button to finish the upload process.
8. A confirmation screen is shown, select Back to Documents button to return to the list of documents.

Selecting an existing document from the listing will show you the Document

• Details screen where it is possible to:

1. Edit the data about the document.
2. To open the document, select Download File button. It will download to your PC for subsequent viewing or editing.
3. It will be necessary to reload the file should it be changed.

For any further questions, do not hesitate to get in touch: https://www.turnpointcare.com.au/contact-us