Documents & Supporting Files - Creating a document

How to create a document for a compliance check

James Lipscombe avatar
Written by James Lipscombe
Updated over a week ago

The first stage of completing a 'Background Check' is to create a document with supporting files attached to it.

From the 'Compliance' page, click on the workers name then select 'Documents & Supporting Files'

Navigate to the required document section and select 'Start Here'

  • CV

  • DBS/PVG

  • Interview

  • Photo ID

  • Proof of Address

  • Qualifications

  • Right to Work

  • Referee details 1

  • Referee details 2

Give the document a name which relates to the type of document it is, select document type from the drop down list, add the date seen and expirary date if relevant and select how the document was shown to you.

You can then select the file from the list of files the worker has uploaded to Teacher Booker, or you can add an account to the Upload section. Once you have successfully uploaded a document, you will see a small grey document icon which you can click to see a preview of the document.

Then click 'Submit' to create the document.

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