Adding A New Document

Step #1

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

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Step #2

Click here to create a new “Document”.

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Step #3

Enter the “Document Name”.

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Step #4

Select the “Document Type”.

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Step #5

Note:

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Step #6

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

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Step #7

Click here to add “Document Owners”.

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Step #8

Click here to create “Document”.

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Step #9

This is the stage of approval your document is in.

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Step #10

Review the “Document Name”.

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Step #11

Review the “Document Type”.

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Step #12

Review the “Department” (Optional).

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Step #13

Select the associated Training Program

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Step #14

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

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Step #15

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

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Step #16

Select the “Duration”.

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Step #17

Choose the “Next Review Date” (Optional).

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Step #18

Review the “Document Owners”.

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Step #19

Choose Subscribers. (Optional)

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Step #20

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

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Step #21

Enter Revision Number

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Step #22

Enter Revision Date

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Step #23

Enter Document Location

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Step 24

Link any associated Change Control Report

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Step #25

Add any relevant links

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Step #26

Enter Notes

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Step #27

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

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Step #28

Click here.

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Step #29

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

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Step #30

Click here.

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Step #31

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

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Step #32

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

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Step #33

Click Save Document