Getting Started with Document Management
Who is this article for?Ideagen EHS Users viewing and uploading documents.
Access to the Document Management module is required.
Document management is the processes and procedures used to create, store, organize, retrieve, and dispose of important documents and records that relate to the operations of the business.
Documents may include a wide range of materials, such as permits, regulations, policies, procedures, training materials, inspection reports, incident reports, hazardous waste manifests, and other types of records that are required to maintain compliance with regulations.
Effective document management is critical to maintaining industry compliance, as it ensures that organizations can easily access and retrieve required documents when needed. It also helps to promote consistency and accuracy in documentation, reduce the risk of lost or damaged documents, and minimize the time and resources required to manage related paperwork.
This article outlines the lifecycle of the Document Management module.
1. The Document Lifecycle
The flowchart below illustrates the task lifecycle:
2. Key Articles
The below resources provide more details on how to work with tasks in various areas of the system: