For:
Clients
Parents
People
Users
On the documents bar add a region for all documents. This region would only have view functionality. Minimize the screen space it takes up per document. Maybe something like this:
Where |
Description |
Date Upload |
Upload By |
File Name |
Client Care - Medical Exam |
June 2016 |
6/15/2018 |
Paul Hanrahan |
XYZ.pdf |
Client Care - Clothing Inv. |
Inv. 7/2017 |
7/2/2017 |
Norma Vestey |
abc.pdf |
Sort by Where, then Date Upload. For example,
the first sort would be where the document was upload at i.e. contact, client care, behavior log, authorizations, etc for clients. for home it would be home details, home requirements, for parents it would be parent details, requirements and for users it would be user details, user requirements for persons it would be person details, person requirements.
for client care, home requirements, parent requirements, user requirements and persson redquirements the second sort is the items name. For example, for client care the sort order would be by them itme name such as Achenback, CANS Assessment, Clothing Inventory, Dental Exam, etc.
Upload date
Guest
