Adding A New Document

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Step #1

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


Step #2

Click here to create a new “Document”.


Step #3

Enter the “Document Name”.


Step #4

Select the “Document Type”.


Step #5

Note:


Step #6

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


Step #7

Click here to add “Document Owners”.


Step #8

Click here to create “Document”.


Step #9

This is the stage of approval your document is in.


Step #10

Review the “Document Name”.


Step #11

Review the “Document Type”.


Step #12

Review the “Department” (Optional).


Step #13

Select the associated Training Program


Step #14

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


Step #15

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


Step #16

Select the “Duration”.


Step #17

Choose the “Next Review Date” (Optional).


Step #18

Review the “Document Owners”.


Step #19

Choose Subscribers. (Optional)


Step #20

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


Step #21

Enter Revision Number


Step #22

Enter Revision Date


Step #23

Enter Document Location


Step 24

Link any associated Change Control Report


Step #25

Add any relevant links


Step #26

Enter Notes


Step #27

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


Step #28

Click here.


Step #29

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


Step #30

Click here.


Step #31

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


Step #32

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


Step #33

Click Save Document