Document Tree Actions

A tree view is provided along the left side of the Document Detail record window that displays links to all information relevant to the Document record. The tree provides quick access to records attached to the Document record. The following tree link is used in conjunction with Training Management:

Tree Link Description

Certification Information

The Certification Information link is used to set up training requirements if a document requires employees to be trained.

Document Tree actions are actions that can be performed from this link in the tree and include the following:

See Also

Accessing the Document Repository

Searching for Documents

Document End User Steps

Document Requirement Setup 

     

 

 
Friday, March 20, 2020
12:26 PM