Click here to view the "Add a New Document" video
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
Enter Document Author
Step #5
Click here to add a "Parent Document"
Step #6
Enter the "Document Name".
Step #7
Select the "Document Type".
Step #8
Note:
Step #9
Select the "Department" associated with this document (Optional).
Step #10
Click here to add "Document Owners".
Step #11
Click here to create "Document".
Step #12
This is the stage of approval your document is in.
Step #13
Click here to select whether or not the document is being edited.
Step #14
Review the Approval Matrix
Step #15
Review the Document Author
Step #16
Review the Parent Document
Step #17
Review the "Document Name".
Step #18
Review the "Document Type".
Step #19
Review the "Department" (Optional).
Step #20
Enter the current date or last date the document has been reviewed (Optional).
Step #21
Enter the "Frequency" at which you want this document reviewed.
Step #22
Select the "Duration".
Step #23
Choose the "Next Review Date" (Optional).
Step #24
Select the associated Training Program
Step #25
Select Employee Group(s) associated to this document's training.
Step #26
Review the "Document Owners".
Step #27
Choose Subscribers. (Optional)
Step #28
Enter Revision Number
Step #29
Enter Revision Date
Step #30
Enter Document Location (Optional)
Step #31
Link any associated Change Control Report
Step #32
Add any relevant links
Step #33
Enter Notes
Step #34
Click here to upload any associated documentation
Step #35
Click "Save Document"
Step #36
Click on the fingerprint to add approval
Step #37
Enter your password
Step #38
Click Continue
Step #39
Click on the thumb icon
Step #40
Click Revert Stage
Step #41
Enter your password
Step #42
Enter the reason for change
Step #43
Click Continue
Step #44
Click View all Trainings
Step #45
Click the bell icon to reveal the action items and discussion section of this document.
Step #46
Click here
Step #47
Here is a list of associated action items. You can also create action items from this section.
Step #48
Click here
Step #49
Here you can tag other users of the database and have a discussion.
Step #50
Click on the grey area to go back to the document
Step #51
Click on the clock to see your activity.
Step #52
The activity tracker shows all activity for this report.
Step #53
Activities can be searched by key word or date range.
Step #54
The user, the action and the date/time is tracked and recorded here.
Step #55
Click on the grey area to go back to the report
