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

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