How Documents and Files are used in Wisenet
Document collection, archiving and generation are vital activities during the lifecycle of a Learner. It is important that document management is easy, transparent and always available. Wisenet allows you to upload and download documents as well as use reports to generate them directly from within the application as part of the Logbook feature where you can:
- attach documents to a File Note;
- attach documents specific to a task and this can be during Task creation for assigned user to review OR as part of completing the task as evidence
- attach documents that you wish to send to recipients in a message
- allow documents to be generated from a template and automatically saved against the Learner’s Course Enrolment
- use uReport to generate and save produced documents in the credential section
- run and download a report to obtain the information you require in a document
NOTE: For performance reasons Wisenet LRM supports uploads of up to 10 files of up to 10 MB each and 20MB total.
How to Upload Documents to a Logbook Record
IMPORTANT NOTE: Internet Explorer does NOT support the ‘drag and drop’ functionality in Wisenet. Please use another browser to use this features.
- Uploading documents to a logbook record can be done using drag and drop
- There are specific Supported file types that are allowed
- In Learner App, only documents attached to Filenotes can be made visible to the Learner
- IMPORTANT NOTES:
- Only Learners, Course Enrolment and Organisation documents will be visible in Learner App. Learners can see only specific uploaded documents in their Learner record if the setting is switched ON and the document is marked
- If File Notes don’t have attachments, they will not display, even when you tick ‘Learner can see’
- Learner can only see the attachment on the File Note under Documents tab in Learner App
- IMPORTANT NOTES:
- With Online Enrolment, you can:
- Include documents in online enrolment terms and conditions
- Collect documents during online enrolment
Permitted File Types for Attachments in Logbook
The following file types can be uploaded as attachments to a Task, File Note or Message. If there’s another file type you think we should allow, please log a support case to request it.
- Adobe PDF (pdf)
- Adobe PostScript (ps)
- Electronic Publication (epub)
- Microsoft Word (doc, docx)
- Microsoft PowerPoint (ppt, pps, pptx)
- Microsoft Excel (xls, xlsx)
- OpenOffice Text Document (odt, sxw)
- OpenOffice Presentation Document (odp, sxi)
- OpenOffice Spreadsheet (ods, sxc)
- All OpenDocument formats
- Plain text (txt)
- Rich text format (rtf)
- Images (JPG, JPEG, PNG, TIFF etc)
- Audio (MP3)
- Zip archives (zip)
- Email (eml, msg)
- Open XML Paper Specification (xps)
- Other (xml, json)
- High Efficiency Image Format (HEIF, HEIC)
NOTE: For performance reasons Wisenet LRM supports uploads of up to 5 files of up to 10 MB each and 20MB total.