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Add Essential Record in My Profile

Summary

This article explains how Admins, Managers, Users, and Custom Roles can add Essential Records in My Profile on Plumm. It covers the permissions required to add Essential Records, the fields to be filled, and the mandatory attachment for each document.


In this article

  • Before you begin
  • Step 1: Log in and navigate to My Profile
  • Step 2: Add Essential Record
  •  Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have the required permissions to add Essential Records in My Profile.
  • Managers with the correct permissions can add Essential Records for users they manage, while Users and Custom Roles can add their own Essential Records if they have the necessary permissions.

Step 1. Log in and navigate to My Profile

  1. Log in to Plumm using a valid user account (as Admin, Manager, User, or Custom Role).
  2. Go to My Profile.
  3. In My Profile, scroll down to the Essential Records section.

Step 2. Add Essential Record

  1. Managers with the correct permissions can add Essential Records in My Profile.
  2. If you have the required permissions, the option to Add Essential Record will be visible.
  3. Click on Add Essential Record to open the section.
  4. You will see options to add different types of documents, such as:
    • Biometric Resident Permit
    • National ID
    • Passport
    • Proof of Address
    • Qualification
    • Resume/CV
    • Right to Work
    • Other
  5. For each selected document, an attachment is mandatory.
  6. Once you’ve filled in the required fields and uploaded the necessary documents, click Save to confirm the Essential Record.

Additional Options

  • You can add more than one Essential Record by clicking Add Essential Record again and entering the relevant details for each document.
  • If you no longer need a record, you can remove it by clicking the Delete button next to the entry.

Frequently Asked Questions (FAQ)

1. Who can add Essential Records in Plumm?

Managers with the correct permissions can add Essential Records for users they manage. Users and Custom Roles can only add their own Essential Records if they have the necessary permissions.
 

2. What if I can't see the option to add Essential Records?

If you don’t have Manager permissions, you will only see the information in View mode. You will need to contact a Manager for permission to add Essential Records.

3. What information is required when adding an Essential Record?

  • The mandatory fields for adding an Essential Record include:
  • Document Type
  • Attachment (mandatory for each document selected)
 
 

4. Can I add multiple Essential Records?

Yes, you can add multiple Essential Records by clicking Add Essential Record and entering the relevant details for each document.

5. How can I delete an Essential Record?

If you no longer need an Essential Record, you can delete it by clicking the Delete button next to the entry.


This article covers how Managers, Users, and Custom Roles can add Essential Records in My Profile, focusing on the mandatory fields and the permissions required.