To create a document in the Document Library, select the ‘Safety’ module
and select the Document Library sub-module.
To create a new document, press the ‘Add’
button, the ‘Create Document’ dialogue will be displayed.
Create Document dialogue
Although you can start by typing a document name, it is recommended that you select your document first as it will auto populate the document name for you. If you need to edit the name you can, just select it and make your adjustments.
The document type field is important for categorisation, select the most appropriate as it will be used for filtering purposes.
Document Categorisation
Other fields such as activity, area, and category are not as imperative to system functionality, they do however, provide a mechanism to further categorise your document. As mentioned earlier, the version number is important, normally company documents are version numbered, therefore if they are not alpha numeric just transpose the number.
Document Assignment
Last but certainly not least is the company, site and location assignment. This area determines who will be able to see the document so make sure you are assigning it to the right place. The image below shows the assigned company of Marathon Tyres, and sites, Botany, Gunnedah, Mackay and MT Thorley, but remember these list boxes are scrollable, so there may be more sites selected.
 Assigning documents to companies is relegated directly to your security profile. If a company is not listed, you may not have access to that companies data. Your document will NOT be distributed until it has been approved |