Step #1

Click here to add new “Documents” to your system.

Step #2

Click here to create a new “Document”.

Step #3

Click here to add an “Approval Matrix”

Step #4

: Click here to add a “Parent Document”

Step #5

Enter the “Document Name”.

Step #6

Select the “Document Type”.

Step #7

Note

Step #8

Select the “Department” associated with this document (Optional).

Step #9

Click here to add “Document Owners”.

Step #10

Click here to create “Document”.

Step #11

This is the stage of approval your document is in.

Step #12

Review the Approval Matrix

Step #13

Review the Parent Document

Step #14

Review the “Document Name”.

Step #15

Review the “Document Type”.

Step #16

Review the “Department” (Optional).

Step #17

Enter the current date or last date the document has been reviewed (Optional).

Step #18

Enter the “Frequency” at which you want this document reviewed.

Step #19

Select the “Duration”.

Step #20

Choose the “Next Review Date” (Optional).

Step #21

Select the associated Training Program

Step #22

Select Employee Group(s) associated to this document’s training.

Step #23

Review the “Document Owners”.

Step #24

Choose Subscribers. (Optional)

Step #25

Enter Revision Number

Step #26

Enter Revision Date

Step #27

Enter Document Location (Optional)

Step #28

Link any associated Change Control Report

Step #29

Add any relevant links

Step #30

Enter Notes

Step #31

Click here to upload any associated documentation

Step #32

Click “Save Document”

Step #33

Click the bell icon to reveal the action items and discussion section of this document.

Step #34

Click here

Step #35

Here is a list of associated action items. You can also create action items from this section.

Step #36

Click here

Step #37

Here you can tag other users of the database and have a discussion.

Step #38

Click on the grey area to go back to the document.

Step #39

Click on the clock to see your activity.

Step #40

The activity tracker shows all activity for this report.

Step #41

Activities can be searched by key word or date range.

Step #42

The user, the action and the date/time is tracked and recorded here.

Step #43

Click on the blank space to go back to the report.

Step #44

Click “Save Document”