Manage

Articles related to creating and editing documents.

Document Settings
This Page lists out all feasible options available to customize the document based on the specific requirement of the team. The page has different sections ...
Fri, 5 Apr, 2019 at 5:56 AM
Create a New Document & Adding Questions
Navigate to Manage. In the top right, click . Select the Template Type that you wish to create. Give your document a name.  Select lo...
Wed, 14 Aug, 2019 at 3:38 AM
Add questions to a document
Questions can be added to a document in multiple ways. We recommend searching the question library for exiting questions before adding a new question. ...
Mon, 12 Nov, 2018 at 4:38 PM
Organization Tiers
Organization Tiers can be found in the Settings tab of a document and are utilized to specify where a document can be run. As illustrated in the ch...
Fri, 20 Jul, 2018 at 8:53 AM
Response Options
Score Allows an auditor to score the question based on a defined score. Score - The maximum value allowed for this question. Acceptable ...
Mon, 23 Jul, 2018 at 6:59 AM
Tags
Tags The tags section displays all tags in the system. Search Field - Filters the tag list based on the search criteria. Create Button - Creates a ne...
Fri, 20 Jul, 2018 at 10:05 AM
Document states and publishing
When initially creating a document, it will be in a draft state. This is noted in the top right corner as seen below. While in draft state, quest...
Mon, 23 Jul, 2018 at 7:47 AM
Groups - Creating and Defining "Failure Modes"
In Beacon, failure categories and modes are used to let auditors specify the category of a failure. This information is displayed on the dashboard, and a...
Mon, 23 Jul, 2018 at 7:46 AM
Import Questions
Import Questions To import questions into Beacon, navigate to Manage > Question Library. first need to download the template file and save it to a co...
Wed, 14 Aug, 2019 at 3:51 AM
Updating Questions in an Existing Document
Any user having the permission to create/edit documents can update, delete or edit questions within the document as well.  Edit an Existing Question ...
Thu, 2 May, 2019 at 9:24 AM