Differences

This shows you the differences between two versions of the page.

--- sa_maintenance-15-01 [2020/04/10 14:11] – Shelley Hunter
+++ sa_maintenance-15-01 [2020/04/10 14:24] (current) – Shelley Hunter
@@ Line 1: / Line 1: @@
-===How to create a Document Pack ===
+==== Compliance Document Packs ====
-WIP
+A document pack will consist of a number of document types (global or departmental).\\
+A report is required to bring the documents together in the sendout. //IQX will need to write//.\\
+A Pack can be associated with a variety of Departments, or all.\\
+BEFORE a Document Pack can be created the elements need to be set up.\\
+\\
+Document Types are set up in Agency Setup.\\
+If you want a word document to be added to the pack that will be auto generated on the fly you need to set this up in Document Templates, Checklist.\\
+Document Stamping Images – are set up in Compliance, Document stamps. A variety of images can be saved.\\
+Compliance Reports - are set up in Compliance, Reports. Use the Add button to browse for the Report(s) to use.  //These need to be set up with IQX.// \\
+=== Create a Document Pack ===
+\\
+Refers to Compliance - Document Packs
+{{:Doc_Pack_1.png?600|}}\\ \\
+  * Use the Add button to create a new line – Enter the name (this can be directly edited here at any time)
+  * The Reports field has a drop down to select from.
+  * Use the Departments button to select the group of Departments that will use the Pack.
+  * Add a Sort Order for selection.
+  * Should a Pack be made Defunct tick the box in the grid.
+\\
+Expand is for managing the Document Types to be used by the Pack.\\
+{{:Doc_Pack_2.png?400|}}\\ \\
+  * Use the Add button to activate a new line with drop down list of documents.
+  * A Document that is not set to required will be included only if it exists.\\ \\
+=== Company set up for Document Packs ===
+\\
+{{:Doc_Pack_3.png?400|}}\\ \\
+Miscellaneous/Accounts Setup on the Company record SELECT the Documents Pack to be used. Only one type per client.  This will ensure that whenever a pack is sent to this client the correct pack is selected.