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

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 “Save Document”