Who is this article for?

Ideagen EHS Administrator managing the configuration and look-up values for document management.

Access to Administrative Permissions is required.

Administrators can configure and manage the look-up values for the Document Management module with Module Setup. Module Setup includes configuration and look-values include; 

• Ability to move a folder and all associated documents to a different folder hierarchy
• All the associate information and physical files will move as per the new hierarchy
• All document history, approvals, and audit trails will remain with the document
• The option is available both in the Corporate and Location folder setup

This article includes:

• How to Access Module Setup

How to Access Module Setup

1. Click on the Setup Icon.
2. Click on the Module Setup Icon.
3. Click on the Document management Menu Item.

• Document Folders - are used to organize and access documents.
• Document Types -are used to categorize documents 
• Business Process - are used to categorize documents by corporate initiatives
• Document Level Types - are used to categorize the document business process to assign the appropriate document approval workflows
• Approval Workflow - Assigns the approver and/or reviewers to approval documents 
• Document Change Source Type - list of reasons for document changes
• Document Priority Types - An assigned priority for documents
• Notification Setup - send automated emails to notify users of edited documents and escalations for approval

Additional Reading