Document Categories

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Before you can add documents you need to set up categories to add them to.

Adding Categories

  • Select Documents - add\edit documents and categories from the top menu.
  • Select the add\edit categories tab.
  • Click on Add New Category.
  • Enter the name for the new category and click insert.
  • Click Cancel to cancel adding a new category.

Editing Categories

  • Select Documents - add\edit documents and categories from the top menu.
  • Select the add\edit categories tab.
  • Click on the pencil icon next to the category you wish to edit.
  • Update the name of the category and click Update
  • Click Cancel to cancel editing the category

Reminders

For each category you can setup e-mail reminders that will be sent at a defined period of time before the document becomes due.

  • Select Documents - add\edit certificates and categories from the top menu.
  • Select the add\edit categories tab.
  • Click on Reminders next to the category you wish to set reminders for.
  • Pick the site you wish to set the reminder for. This reminder will then be sent when documents under this category for the selected site are due.
  • Pick the schedule you wish to set the reminder for. This reminder will then be sent when that schedule is met.
  • Move users from the left hand list to the right hand list using the >> button to add users that will receive this reminder.
  • To remove users from receiving this reminder use the <<

Repeat the process for all of the sites and schedules that you wish to set reminders for.