The Documentation System Module is designed to help administrators manage, assign, and track important documents that ensure employee compliance, training, and awareness of company procedures. This module simplifies the process of assigning documents to employees and companies through departments and locations, ensuring that essential documentation is always in place.
The process of setting up and approving documents involves several key steps, ensuring that the correct documentation is available to the right people.
These steps include:
Initial Setup of Document Approval:
This step allows administrators to configure the approval process for documents.
Approving the Document:
Document approvals are carried out by the individual assigned to the approval path. The approval path must be selected when setting up the document, and only the designated person can approve the document. Departments and locations cannot be assigned to the document until it has been approved.
Assigning Document Controls:
These are existing documents that can be linked to the document being approved. This helps streamline the process by allowing relevant documents to be associated with one another.
Assigning Departments and Locations:
Once the document has been approved, it can be assigned to specific departments and locations. This automatically ensures that all people assigned to those departments and locations have access to the document.
This article includes step-by-step instructions on how to add a Document Approval.
This is required before you can add Document Approval: