Who is this article for?

Ideagen EHS Users managing the document change source type.

Access to Administrative Permissons are required follow.

Document Change Source Type – Allows administrators to enter the available selections for Source of Change in the Change Request form.

This article includes:

1. Accessing the Document Change Source Type
2. Adding Document Change Source Type
3. Deleting Existing Document Change Source Type.
4. Edit/Modify Existing Document Change Source Type.
5. Exporting Document Change Source Type to Excel.

1. Accessing the Document Change Source 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 Change Source Type menu item in Setup.

2. Adding Document Change Source 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 Change Source Type menu item in Setup.
5. Click on the Add Button.  
6. Complete the Details in the Document Change Source Type screen and click on the Save Button.

3. Deleting Existing Document Change Source 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 Change Source Type menu item in Setup.
5. Select the record from the Document Change Source Type  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 Change Source 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 Change Source Type menu item in Setup.
5. Select the record from the Document Change Source Type  List.
6. Edit the details in the Document Change Source Type screen and click on the Save Button.

5. Exporting Document Change Source Type 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 Change Source Type menu item in Setup.
5. Select the record from the Document Change Source Type  List.
6. Click on the Export to Excel Icon.
7. Open the downloaded Excel to view the Document Change Source Type list.