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Adding a New Document

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Step #1

Title:​​ Click here to add new "Documents" to your system.

 

Step Type:​​ Balloon

Text:​​ The Documents module is where all your SOPs/files can be stored and revised.

 

 

 

Captured URL:​​ https://app.isolocity.com/inspections/new

 

Step #2

Title:​​ Click here to create a new "Document".

 

Step Type:​​ Balloon

 

 

 

Captured URL:​​ https://app.isolocity.com/documents

 

Step #3

Title:​​ Click here to add an "Approval Matrix"

 

Step Type:​​ Balloon

Text:​​ In order for the training matrix to take effect immediately, it is best practice to select it here and not after the document is created.

 

Captured URL:​​ https://app.isolocity.com/documents/new

 

Step #4

Title:​​ Enter Document Author

 

Step Type:​​ Balloon

Text:​​ Note: This is different from Document Owners. Document Author: the creator/author of the documen. Document Owners: people who can track the progress and changes made to the document.

 

 

Captured URL:​​ https://app.isolocity.com/documents/new

 

Step #5

Title:​​ Click here to add a "Parent Document"

 

Step Type:​​ Balloon

Text:​​ If you would like to link this document to another one, you can associate it to the parent document here. For example, if you are adding a work instruction that is tied to a specific SOP.

 

Captured URL:​​ https://app.isolocity.com/documents/new

 

Step #6

Title:​​ Enter the "Document Name".

 

Step Type:​​ Balloon

 

 

 

Captured URL:​​ https://app.isolocity.com/documents/new

 

Step #7

Title:​​ Select the "Document Type".

 

Step Type:​​ Balloon

Text:​​ Some users associate the function of the document here, examples include: training, compliance, procedures, etc.

 

 

Captured URL:​​ https://app.isolocity.com/documents/new

 

Step #8

Title:​​ Note:

 

Step Type:​​ Balloon

Text:​​ You can also click "Add New" to create a new "Document Type". This will navigate away from this page though, so be sure to save your work before doing so.

 

 

Captured URL:​​ https://app.isolocity.com/documents/new

 

Step #9

 ​​​​ Title:​​ Select the "Department" associated with this document (Optional).

 

Step Type:​​ Balloon

 

 

 

Captured URL:​​ https://app.isolocity.com/documents/new

 

Step #10

Title:​​ Click here to add "Document Owners".

 

Step Type:​​ Balloon

Text:​​ These will be users that are notified when changes are made to the document, and also the ones that will approve any actions associated with it. Admin/Manager/Production Users can be assigned as Document​​ Owners.

 

Captured URL:​​ https://app.isolocity.com/documents/new

 

Step #11

Title:​​ Click here to create "Document".

 

Step Type:​​ Balloon

 

 

 

Captured URL:​​ https://app.isolocity.com/documents/new

 

Step #12

Title:​​ This is the stage of approval your document is in.

 

Step Type:​​ Balloon

Text:​​ There are four stages of approval for documents in your system: First is the approval of the person uploading the "Initial Draft". Second is the approval for the "Final Draft”. If in the second stage, the document is not approved - the document will continue to the "Not Effective" stage where revisions will be made until it is approved. Once the document has been revised​​ and approved by all owners, it will move to the final "Effective" stage and will circulate with users assigned tasks linked to it. Note: An action item will be created automatically for each stage of the document as the user adds their approval the action​​ items will be checked off automatically.

 

 

Captured URL:​​ https://app.isolocity.com/documents/390/revisions/309

 

Step #13

Title:​​ Click here to select whether or not the document​​ is being edited.

 

Step Type:​​ Balloon

Text:​​ Clicking yes will inhibit other users from editing the document until you are done.

 

 

 

Captured URL:​​ https://app.isolocity.com/documents/16/revisions/18

 

Step #14

Title:​​ Review the Approval Matrix

 

Step Type:​​ Balloon

 

 

 

Captured URL:​​ https://app.isolocity.com/documents/989/revisions/1119

 

Step #15

Title:​​ Review the Document Author

 

Step Type:​​ Balloon

 

 

 

Captured URL:​​ https://app.isolocity.com/documents/989/revisions/1119

 

Step #16

Title:​​ Review the Parent Document

 

Step Type:​​ Balloon

 

 

 

Captured URL:​​ https://app.isolocity.com/documents/1018

 

Step #17

Title:​​ Add Associated Templates

 

Step Type:​​ Balloon

Text:​​ Link an existing template from the Templates Module. Begin typing the name of the template and then select it.

 

 

Captured URL:​​ https://app.isolocity.com/documents/1066

 

Step #18

Title:​​ Click "View All" to view all associated templates

 

Step Type:​​ Balloon