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Worker profiles include dedicated tabs for notes (including tasks) and document storage. These help you keep important records, communications, and files attached to the right worker.

Notes and tasks

Open the worker’s profile and navigate to the Notes tab. This tab lists all notes and tasks assigned to the worker. Worker notes tab

Filtering notes

Use the filters at the top to narrow the list. You also have the option to:
  • Click the filter icon on any column header to filter by that column
Column header filter icon
  • Type directly in the filter field for a manual search
Manual filter entry Export the data to Excel by clicking the Excel icon in the top right corner. Export to Excel

Creating a note or task

Click New Note/Task to create a new entry. New note or task form A note becomes a task when a person is assigned to it. If only a priority and category are assigned, it remains as a note. Once it becomes a task, it appears in the task list on the home page.
Use tasks for items that need follow-up or action by a specific person. Use notes for general record-keeping that doesn’t need assignment.

Editing a note or task

Double-click on a note to open and edit it.

Documents

Open the worker’s profile and navigate to the Documents tab to manage file storage.

Uploading a document

Click Select File to choose a file, then click Upload to attach it to the worker’s profile. Document upload

Managing documents

Click Manage on a document to open its profile, where you assign a category and lock the file to prevent deletion. Document management options
Locking a document prevents it from being deleted. Use this for important records that should not be accidentally removed.

Making a document visible to all workers in Vworker

Documents uploaded to a worker’s profile are only visible to that worker. To share a document with all workers through the Vworker app, upload it through Maintenance instead.
1

Go to Maintenance → Documents

Navigate to MaintenanceDocuments and upload the file.
2

Open the document's settings

Click Manage on the uploaded file.
3

Set visibility

Under Visibility to Worker, change the setting to Visible.
4

Save

Click Save. The document now appears in the Vworker app for all workers.

Running into issues?

See Worker management troubleshooting for common errors and fixes.

Creating a worker profile

Set up a new worker in Visualcare

Messaging

Send and receive messages with workers

Managing worker compliance

Track compliance items on a worker profile