Adding A New Document
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”
