How Do I Add ID, Qualification or Training Records against a User or Contact?

To add ID, Training or Qualification records against a User or contact you will need to click on the "Address book" tab on the navigation bar, found on the left hand side of the Work Wallet Portal.

Once in the "Address book" area of the portal you will need to select the tab "Contacts" here you will be presented with a list of active users/contacts. Search for the correct User or Contact.

Click the 'View Contact' or 'View User' button on the correct person's tile. This will take you to there records tab.

To upload new ID documents you need to click the "+Upload New ID" link which will prompt you to select the ID type, Expiry date and file location of the ID you wish to upload.  Once you have done this you can click "Save".

Once uploaded the ID document will appear within the ID Documents section of the User's Records tab.

The process for adding Qualification and training records is the same. 

For more information on creating and managing the types of ID, Training and Qualifications on your wallet please click here.