Duty of care allows you to require users to submit vehicle documents, such as a driving licence, insurance, MOT, or road tax, before they can submit mileage claims.
Configuring document requirements
Go to Setup > Settings > Duty of Care.
For each document type, select either:
Required: the user cannot submit a mileage claim until the document has been submitted and approved.
Show Warning: the user is warned that a document is needed but is not blocked from submitting.
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Click Save.
Reporting on duty of care documents
Finance users can view the status of all duty of care documents and export the data as a CSV file.
Go to Documents > All.
Select the relevant item.
Click Export from the right-hand action menu. The data is downloaded as a CSV file.
For information on uploading and approving duty of care documents, see XX.