Who is this article for?

Ideagen EHS Users managing the document priority types.

Access to the administrative permissionswill be required follow these steps.

Document Priority Types – Allows administrators to enter the available selections for priority in the change request form when submitting a document change request.

This article includes:

1. Accessing Document Priority Types
2. Adding Document Priority Type
3. Deleting Existing Document Priority Type.
4. Edit/Modify Existing Document Priority Type
5. Exporting Document Priority Type List to Excel

1. Accessing Document Priority 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 Priority Types List menu item in Setup.

2. Adding Document Priority 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 Priority Types List menu item in Setup.
5. Click on the Add Button.  
6. Complete the Details in the Document Priority Types screen and click on the Save Button.

3. Deleting Existing Document Priority 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 Priority Types List menu item in Setup.
5. Select the Document from the Document Priority Type List, by clicking the Document Priority Type.
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 Priority 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 Priority Types List menu item in Setup.
5. Edit the details in the Document Priority Types screen and click on the Save Button.

5. Exporting Document Priority Type List to Excel

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 Priority Types List menu item in Setup.
5. Click on the Export to Excel Icon.
6. Open the downloaded Excel to view the Document Priority Types.

Additional Reading