When uploading an attachment for students or staff, Admins and Managers can select an expiration date for when this attachment should be updated or renewed. This is a great option to use for tracking students' medical statements, physical exam dates, waivers, etc.
Providers are automatically notified when an expiration date is approaching, or you can manually run an Attachments report to quickly identify expiring attachments and those with missing documents.
How profile attachment expiration dates work
A profile attachment expiration date defines how long a submitted file remains valid before a new copy is required. Admins are notified via email 2 weeks, 1 week, and 3 days before an attachment is set to expire.
Run an Attachments report
Log in on the web
Click the Students or Staff sub-tab depending on who you want to see attachments for
Select the attachment type and/or the Expires on or before date to the desired cutoff
Check/uncheck the Show missing this attachment box
Once all the desired filters are set, click Apply to view the results
Download, Export or Print as needed
