General principles Doc's & Instructions

Goal of Documents

Documents are the carrier of the current best approach. Formal and written knowledge, version controlled in a portal. They will help employees in explaining the bigger picture in policies to details and "how to" for specific tasks

Standard fields to Documents

Mandatory fields

• Title (mandatory) - Each document has a title. This title is visualised in all the integrations with other modules.

• Category (mandatory) - Each document need to be part of a category.

• Owner (mandatory) - Each document will have an owner. Named or functional.

  • Individual users: Selection of individual users

  • Team members: Ownership given to specific teams

  • By profile : Ownership given to employees linked to a specific profile

  • In a profile group members: Ownership given to employees linked to a specific profile group

  • By position: Ownership given to specific positions (eg Quality Manager)

  • With aqcuired skills: Ownership given to qualified employees of speficic skills

Optional fields

• Reference (optional)

• Equipment (optional)

• Workstation (optional)

• Labels (optional)

Prerequisites

For all of the ownership fields to be used, more configuration or modules is required:

• Individual users - Users created and activated via Settings › User & Access management › Users.

• Team members - Team members configured via Training › Teams

• Profile - Profiles configured via Settings › Skills & Training › Profiles

• Profile groups- Profiles configured via Settings › Skills & Training › Profile groups

• Positions - Profiles configured via Training › Positions

• Acquired skills - Skills configured via Settings › Skills & Training › Skills

For several of the optional fields to be used, the following configuration is required

• Equipment - Equipment need to be created via Settings › Organization › Equipment

• Workstations - Workstations need to be created via Settings › Organization › Workstations

• Labels - Labels need to be created via Settings › Organization › Labels