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sa_maintenance-15-01 [2020/03/27 11:32] – created Shelley Hunter | sa_maintenance-15-01 [2020/04/10 14:24] (current) – Shelley Hunter | ||
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- | ===How to send 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 | ||
+ | A Pack can be associated with a variety of Departments, | ||
+ | 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 | ||
+ | \\ | ||
+ | Refers to Compliance - Document Packs | ||
+ | |||
+ | {{: | ||
+ | * 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.\\ | ||
+ | {{: | ||
+ | |||
+ | * 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 === | ||
+ | \\ | ||
+ | {{: | ||
+ | Miscellaneous/ |