Who is this article for?

Ideagen EHS User managing document level types.

Access to Administrative Permissons are required.

Document Level Types – Allows administrators to enter the Document Levels to be associated with each Business Process. In the module, the Document Level selection will drive the Approval Workflow available for selection. Prerequisite: Business Process.

1. Document Level Types
2. Adding a Document Level Type
3. Deleting Existing Document Level Type
4. Edit/Modify Existing Document Level Type

5. Exporting Document Level Types to Excel

    

1. Document Level Types

1. Click on the Setup Icon.
2. Click on the Module Setup Menu Item.
3. Click on the Document Management Menu Item.
4. Select the Document Level Types menu item in Setup.
5. Click on the Export to Excel Icon.
6. Open the downloaded Excel to view the Document Level Types.

2. Adding a Document Level Type

1. Click on the Setup Icon.
2. Click on the Module Setup Menu Item.
3. Click on the Document Management Menu Item.
4. Select the Document Level Types menu item in Setup.
5. Click on the Add Button  
6. Complete the Document Level Types screen and click on the Save Button.

3. Deleting Existing Document Level Type

1. Click on the Setup Icon.
2. Click on the Module Setup Menu Item.
3. Click on the Document Management Menu Item.
4. Select the Document Level Types menu item in Setup.

5. Select the Document from the Document Level  Types List.

6. Click on the Delete Button.

7. After clicking on Delete Button, a Pop-up window will show a message You are about to delete a record(s). Continue?. Click on the OK Button.

4. Edit/Modify Existing Document Level Type.

1. Click on the Setup Icon.
2. Click on the Module Setup Menu Item.
3. Click on the Document Management Menu Item.
4. Select the Document Level Types menu item in Setup.
5. To Edit/Modify an existing Document Level Type record. Select the Document from the List.
6. Edit the details in Document Level Types Screen and click on the Save Button.