How to upload documents to for facilities, devices, personal, and documents to review workflows.
- On the left hand side panel click the button that says "Documents"
-
Navigate to the appropriate section:
- Locate the tabs at the top left of the screen.
- Choose one of the following tabs based on the type of document you wish to upload:
- Facilities
- Devices
- Personal
Add a new document:
- Once you have chosen the type, look for the "Add a New Document" button on the right-hand side of the screen.
- Click on "Add (Facility, Device, or Personnel) Document".
-
An "Add a New Document" form will appear. From here, you can:
- Choose a Document Type from the drop-down menu.
- Enter a description.
- Select the facility or facilities where you want the document to be saved and viewed.
- Optionally, set review dates and reminders.
- Save the details by clicking the purple "Save" button.
To view a document: - Navigate to the "Documents" tab on the left to view all created documents.
- To view documents within a specific category, select the appropriate tab (Facilities, Devices, or Personal) at the top right.
- For example, documents created for a devices can be viewed under the devices tab.
