📱 How to Add Training/Competency Documents to Your Profile in the Mobile App

Adding relevant training and competency certificates to your profile ensures that your qualifications are up-to-date and accessible. Follow this guide to upload your documents through the Take5™ Connect mobile app.

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Step 1: 🛠️ Access Your Profile Settings

1. Tap the gear icon (⚙️) located in the top-left corner of the Home screen to open the settings menu.
2. Select Training/Competency from the list.

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Step 2: ➕ Add a New Document

1. On the Training/Competency screen, tap the Create button in the upper-right corner.
2. Fill in the following details for your document:
   • Name: Enter the name of the document or certificate.
   • Type: Select the appropriate document type from the dropdown menu.
   • Visibility: Choose who can view the document:
     • Private: Only you can see the document.
     • Group: Only your administrator can see the document.
     • Public: Administrators and Site Managers can see the document.
   • Timezone: This should default to your current time zone.
   • Expiry Date: Select the expiry date using the calendar option.

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Step 3: 📎 Upload the Document

1. Tap Add Files to upload your document.
2. Choose the file from your device’s storage.
3. Once the file is uploaded, tap Save to finalize the process.

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❓ Troubleshooting

• Document Not Visible: Ensure that the visibility settings are correctly configured. If set to ‘Private’, only you can view the document.
• Unable to Upload File: Check your device’s storage and permissions to ensure the app can access your files.
• Missing Document Type: If the document type you need isn’t listed, contact your administrator to request its addition.

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📞 Need Help?

For further assistance:

• 📧 Email: support@take5connect.com
• 📞 Phone (NZ): 0800 582 535