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Suggestions on how to make it easy to validate attached documents and save in DOR — Cloud Customer Connect
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Suggestions on how to make it easy to validate attached documents and save in DOR

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Summary:

Hi Everyone -

We created a questionnaire to capture vaccinations status via Journeys. Did this via a questionnaire and at the same time included a task for HR to confirm that the information has been checked.

We know two ways of uploading attachments via Journeys with some pros and cons:

  1. Attachment upload within the question: (+)Great since it can be seen in the questionnaire via journeys; HR can validate the information in one place (-) cannot be made required (-) Is not saved to DOR of employee
  2. Attachment upload via DOR within the Task -> (+)Stored in DOR (+) Easily seen by employee instead of attachment with question which needs to be expanded (-)Cannot be viewed via the task; HR needs to go to DOR to view document on top of validating what is in the questionnaire (-)cannot also be made required.

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