How to use Manuals organizer

Last updated: 2022-08-03
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Keeping records of manuals, instructions, responsibility and other documentation

These records are used to keep a library of manuals, instructions, responsible users, and other documentation for your devices, machines, equipment, or products. It allows you to keep your documentation up-to-date and also allows you to train and familiarise your staff with this documentation

You can either use it on its own to keep track of current documentation or as a resource for training your staff (training and familiarization with documentation and manuals). You have basic documentation types set up in the register, which can be easily changed. For each document, you then keep information about its issue and validity.  

  • Manuals
  • Instructions
  • Manufacturer's recommendations 
  • more

Attach specific documents as attachments (pdf, word, or other document types). In the manuals record, attachments are kept as controlled documentation, which means that individual documents are subject to a controlled life cycle and can therefore take on the status (Draft > Valid > Archived). In the case you use training and familiarization in your organization, only documents that are in the Valid status are offered to employees. 

Manual/Instruction records work in a controlled documentation mode. This means that all documents maintained here are subject to a life cycle. You, therefore, have a clear overview of which documents are valid and which are no longer valid. 

Resource for staff familiarization training

This register is a resource for training and familiarization with documents. Documents maintained here are offered in distribution sheets and then to staff on the portal in the policies and documents overview.