Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

« Previous Version 3 Next »

Difficulty: starter

Content

Learning Objectives

After reading this article, you’ll be able to:

  • Add assurance documents

  • Update and keep an overview of assurance documents

Assurance documents (simple)

Assurance documents are used to register documents with an expiration date/next revision date. Documents with validity by law, certificates with an expiration date, and inspection reports must be revised every X period. Via dashboards, all assurance documents can be managed and revised to make sure document do not expire.

 Add assurance documents

Add assurance documents

1. Click the “Assurance document +” icon on your startBoard to add a new assurance document


2. The following fields should be filled in:

  • Title (mandatory field)

  • Description

  • Next revision date (date on which the document expires and must therefore be revised)

3. Via the ‘Upload’ button, a document can be uploaded

4. Comments can be added to the ‘Notes’ include at the bottom of the page

 Overview of the assurance documents

Overview of the assurance documents

Click the “Assurance documents” button on your startBoard for an overview.

  • The document overview is sorted by date, with the documents that have expired or are about to expire at the top.

  • This document contains ALL assurance document, so document created by your colleagues can be viewed and changed by you as well.

Traffic lights indicate the need to revise the document:

  • Red: The next revision date has expired.

  • Orange: The next revision date of the document is within the next 30 days.

  • Green: The document has no revision date, or the revision date is further into the future than 30 days from today.

 Edit assurance document

Edit assurance document

Step 1: open the document (that is about to expire)

  1. Click on the ‘Assurance documents’ overview button on your startboard

  2. Open an assurance document by clicking on a reference link. The same page you see while creating an assurance document is now opened.

Step 2: Download the assurance document

Use the download button on the “General” tab to download the document’s active(latest) version. If you want to download a different version. Navigate to the “Versions “ tab, click on the desired version, and press the “Download” button.

Step 3: Upload a new version and set ‘Next revision date’

  1. A new document version can be added using the Upload function on the existing assurance document on the “General” tab.

  2. After uploading a new document, change the next revision date.

  3. The document will no longer be on top of the report waiting to be revised. A

  4. Add notes and update the description when necessary.

Delete

To delete a document, click the “X” button on the “General tab.” You can find that bottom on the top right corner of your screen.

Summary

Search

  • No labels