Upload files to a task book

How trainees and supervisors add documents to a task book.

A task book can hold uploaded files β€” PDFs, Word docs, scanned skill sheets. Trainees can upload into their own book; supervisors can upload into a trainee's book.

Open the book (trainees via Task Sheets; supervisors via View Assigned β†’ the person's name), click the Documents tab, and in Add a Document: enter a Name, set Personnel Evaluation to Yes/No (evaluation documents have stricter visibility), choose the file, and click Upload. It then appears in the Documents list.