Document Settings

Modified on Tue, 21 Nov 2023 at 02:11 AM

To access a document's settings, navigate to Library > Documents, and select a document from the Document Library. Within this document, navigate to the Settings tab near the top of the menu.

This menu displays all alterable settings for a given document. 

In the first section of this page, the document's Details are shown.

1 - The current status of this document within the system.

2 - This number totals the amount of changes and edits made to this document. 

3 - The date this document was last modified. 

4 - A document is published once Submit is selected. Deselecting Publish Document will hide this document from the available documents to be audited.  

5 - Delete the document from the Document Library.

6 - The title of this document. 

7 - This document's scope. To change the scope, select this option and a new menu will appear that displays the site's Org Tree. Choose the scope desired and select Save.

8 - The organizational levels this document is applicable. To change this document's organization tiers, select this option and in the new menu provided, choose all desired organization tiers and click Save

9 - The responsible party assigned to this document. If enabled, select a user to become the Responsible Party for this document. 

Scroll down the page to access the Settings section of this page. Use the toggle to enable each of these settings.

10 - When an assessment question fails, the assessor must add comments.

11 - Assessors can change the location of their assessment before starting an assessment.

12 - Assessors can change the associated shift before starting an assessment.

13 - EASE will automatically assign the assessor as the finding approving party.

Scroll down further to access the document's Scheduling Maximum.

All enabled layers will be visible in this menu. The amount of assessment per day determines how often this assessment document can be scheduled per day for each layer. 

To edit these settings, click on one of the layers.

The description under the layer's name details the original scheduling frequency for this layer. More information about Layers can be found here.

Input a numerical value into the Scheduling Maximum that determines how many times this assessment document can be scheduled per the layer frequency (i.e. day, week, month). Use the toggle to enable the selected layer for this document. 

If any changes have been made to this document, the Save option at the bottom of the screen will be enabled to save all changes made to this document. To delete all recent changes to this document, select Cancel

To return to this document's original settings, select Restore Default Settings.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article