Notes and document storage

Add notes, tasks, and documents to a worker profile in Visualcare

Worker profiles include dedicated tabs for notes (including tasks) and document storage. These help you keep important records, communications, and files attached to the right worker.

Notes and tasks

Open the worker’s profile and navigate to the Notes tab. This tab lists all notes and tasks assigned to the worker.

Filtering notes

Use the filters at the top to narrow the list. You also have the option to:

• Click the filter icon on any column header to filter by that column

• Type directly in the filter field for a manual search

Export the data to Excel by clicking the Excel icon in the top right corner.

Creating a note or task

Click New Note/Task to create a new entry.

A note becomes a task when a person is assigned to it. If only a priority and category are assigned, it remains as a note. Once it becomes a task, it appears in the task list on the home page.

Use tasks for items that need follow-up or action by a specific person. Use notes for general record-keeping that doesn’t need assignment.

Editing a note or task

Double-click on a note to open and edit it.

Documents

Open the worker’s profile and navigate to the Documents tab to manage file storage.

Uploading a document

Click Select File to choose a file, then click Upload to attach it to the worker’s profile.

Managing documents

Click Manage on a document to open its profile, where you assign a category and lock the file to prevent deletion.

Action	Description
Manage	Open the document profile to assign a category and lock or unlock the file
Download	Download a copy of the file to your downloads folder
Delete	Delete the file (only available if the file is not locked)
Visibility to Workers	Mark the document as visible or invisible to workers in the mobile app and the onboarding portal

Locking a document prevents it from being deleted. Use this for important records that should not be accidentally removed.

Making a document visible to all workers in Vworker

Documents uploaded to a worker’s profile are only visible to that worker. To share a document with all workers through the Vworker app, upload it through Maintenance instead.

1. Go to Maintenance → Documents

   Navigate to Maintenance → Documents and upload the file.

2. Open the document's settings

   Click Manage on the uploaded file.

3. Set visibility

   Under Visibility to Worker, change the setting to Visible.

4. Save

   Click Save. The document now appears in the Vworker app for all workers.

Running into issues?

See Worker management troubleshooting for common errors and fixes.

Related articles

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Set up a new worker in Visualcare

Messaging

Send and receive messages with workers

Managing worker compliance

Track compliance items on a worker profile