Name Section of Redwood Personal Details Page Is Integrated with Document Records

The Name section in the Redwood Personal Details page has now been integrated with the Document Records attachment functionality. By default, the Document Records region isn't displayed. But you can display it using a page property in VB Studio.  

Note: For more information, see the Steps to Enable section of this What’s New.

Document Records Attachment Integrated in Name Region

This feature enables you to view the Document Records for the person from within the Personal Details page, without having to open the Document Records page.

Steps to Enable and Configure

For more information about how you display the Document Records region in the Name section, see How do I display the Document Records region on Redwood Person pages?

Tips And Considerations

• The expectation is that the Document Record type that's selected in the page property is set once and isn't changed. If it's changed, then any previous Document Records created using the prior Document Record type won't be shown in the Name section. The previous Document Records with the prior Document Record type can be viewed only on the Document Records page for the worker.
• When approvals are enabled, the page shows two attachment regions:
  • Use the first attachment region to add the Document Record, which is the file that must be retained after approval is completed.
  • The second attachment region is for the approval transaction only, and it’s not retained after approval.
• Although both the attachment regions appear in the approval notification, you don’t need to upload the same file to both regions. Use the approval attachment only when you want to include a file for review, which you don’t want to be kept as a Document Record.

Key Resources

• For more information, refer to these resources on the Oracle Help Center.
  • Overview of Document Records in the Implementing Global Human Resources guide. 
  • Work With Page Properties chapter in Extending Oracle Cloud Applications in Visual Builder Studio Express Mode.

Access Requirements

You can see the Document Records region in the Name section of the Personal Details page if your role has this aggregate privilege: Manage Person Documentation by Worker (ORA_PER_WORKER_DOCUMENT_MANAGEMENT_DUTY).