Document Catalogue
To upload Documents or create Templates to use within IRIS Cascade, go to Admin > Document Maintenance. The Catalogue can also be accessed via the HR Homepage if it has been enabled within the Role settings.
Create New Document
This area of the Documents Catalogue is recommended for any policies you wish to share with others. Within the Edit section of the Actions, you can specify which Role the document is available for. It is advisable to publish the uploaded documents to the relevant Role, or as a minimum, to the System Administrator role.
Note: For Documents to be used as attachments for Workflows, they must first be saved within the Document catalogue.
Create New Template
Templates created and saved within the Catalogue can be merged within the Employee Document screen where a copy of the merged template can be saved for the employee to view. Templates can also be used within a workflow; the template must first be saved within the Document Catalogue for use in either area of IRIS Cascade.
Using Inbuilt Data Source
The Data Source area indicates where the merge fields that will be added to your template will come from. The inbuilt section are fields that exist within IRIS Cascade standard screens. The Query section relate to fields saved within a Query that you wish to use within a template.
Once you have chosen which Data Source to use, click on the Show Merge fields link which will display a pop-up box showing the merge fields.
By selecting the merge fields, it copies the field so you can paste this into the document
You must make your selection then press Ctrl+C to copy
The copied merge fields can now be pasted into your word document and formatted as required.
Once the template has been formatted and saved on your drive, it is ready to be uploaded into IRIS Cascade. Click on General > Choose file > Upload. Select the Category you wish to save the template in and Save.
Navigate to the Publish tab and publish the template to the relevant Role you wish to have access to this template and Save. Lastly, click on the Template tab and ensure the Template merge fields are validated and Save again.
Using Query as a Data Source
The functionality of choosing the merge fields from a query follow similar functionality to choosing Inbuilt. The query must first be designed within Query Builder and saved in the query catalogue.
When choosing a Data Source, select the query from the drop-down menu and select your query.
The following steps will be performed the same as above - selecting show merge fields and copying and pasting the merge fields into your template.
When the template is uploaded back into IRIS Cascade, ensure the Template tab has Query chosen as the Data Source and the merge fields match.