I’m haivng trouble finding the 3 instances where we have the BPSS Document Type in use..
I have tried using the Report ‘Custom Report’ but it doesn’t allow to search Document Categories from what I have found.
I want to tidy up our Categories and streamline this but for the life of me I can’t find where these 3 files under BPSS are… is there an easy way to find it or do I need to go into each employee individually?
This also is another use case for having the ability to report on Documents and Documents Metadata. @Andrea
Link to proposed solution found in other Document Storage solutions
If any of you have the solution - appreciate your help.
Best answer by Andrea
Hi @JHBEM,
I do understand the need of reporting data regarding documents with your last posts. Thanks for the details, I am happy that Conor reached out to you on your idea mentioned above 😊.
In order to see in which profiles there are documents on your categoryBPSS, there are two options:
Checking in your employee profiles: at the moment there is no report that shows this information, so you would need to take a look in your employees’ profiles. Don’t forget to check employees on status inactive and on leave.
Undertaking an export of company data: Within the export, a separate folder for each employee is created in the zip file, containing all documents sorted by different categories.
The following idea might describe a suitable solution for this case:
As always, feel free to vote for it!
Let me know if I can clarify anything else for you.
I do understand the need of reporting data regarding documents with your last posts. Thanks for the details, I am happy that Conor reached out to you on your idea mentioned above 😊.
In order to see in which profiles there are documents on your categoryBPSS, there are two options:
Checking in your employee profiles: at the moment there is no report that shows this information, so you would need to take a look in your employees’ profiles. Don’t forget to check employees on status inactive and on leave.
Undertaking an export of company data: Within the export, a separate folder for each employee is created in the zip file, containing all documents sorted by different categories.
The following idea might describe a suitable solution for this case:
As always, feel free to vote for it!
Let me know if I can clarify anything else for you.
It does answer the question - although not the solution I was hoping for…
i.e. didn’t want to have to go into each individual’s Document record to find out who (active and inactive) has these documents….
I am not sure what is faster.. as I just want to move the file from one Document Category to another and then remove the BPSS document category altogether.
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