OPS Document Types

OPS Document Types ancillary data defines the document categories used at your agency. For example, employee performance reviews and medical tests.

When attaching files to employee records, users are prompted to categorize them according to the defined document types. Default settings for each document type are defined in ancillary data. These settings may be updated when files are attached, depending on user permissions.

Table 1. OPS Document Types Ancillary Data
Field Description
Doc Type ID Automatically generated identification number for the document type.
Abbreviation Abbreviation for the document type.
DisplayOption Select the checkboxes of the screens or functions where you want documents to be shown.

For example, Allow view in Employee Self-Service.
Source Screen from which the document type would typically be added. After the first document is added from that screen, additional documents can be added in the Employee Profile screen under Documents.
  • Bid Employee Documents. Attached in bidding screens (for example, in the Bidding screen) using the Attachment button in the screen toolbar. A record must be selected before you can add an attachment.
  • Employee Documents. Attached in the main Employee Profile screen (Employee Card) by using the Attachments button in the detail view.
  • Medical Test Documents. Attached in the Employee Profile - Medical Tests screen using the Attachments button in the detail view. A record must be created and selected before you can add an attachment.
  • FMLA Certification Documents. Attached in the Employee Profile - FMLA Certifications screen using the Attachments button in the detail view. A record must be created and selected before you can add an attachment.

    Note that FMLA Certifications isn't available if other medical certifications are used at your agency. (Leave Certifications are shown instead.)

  • Incident Documents. Attached in the Employee Profile - Incidents screen using the Attachments button in the detail view. A record must be created and selected before you can add an attachment.
  • Investigation Documents. Attached in the OPS Incidents Admin screen, in the Investigation screen, by selecting the Incident Attachment button. An investigation must be saved before you can add an attachment.
  • Performance Documents. Attached in the Performance Details dialog or the Employee Profile - Performance Summary screen using the Attachment button in the screen toolbar. A record must be selected before you can add an attachment. (Records can be created in the Performance Actions screen.)
  • Absence Documents. Attached in the Employee Profile - Absences screen using the Attachments button in the detail view. A record must be created and selected before you can add an attachment.
Require Acknowledgement Document requires acknowledgment by the employee in Employee Self-Service. This requires the DisplayOption to include Allow view in Employee Self-Service.
Description Short description of the document type. There is a 30-character limit.
Viewable Time Frame (Days) Default number of days out to use for the View To Date in the Manage and View Attachments dialog.