Manage

Articles related to creating and editing documents.

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...
Tue, 7 Aug, 2018 at 10:16 AM
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
Document Settings
There are several settings available for configuration of a document. Document Name - Description or Title Locations - Defines the scope of the doc...
Mon, 23 Jul, 2018 at 7:40 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...
Mon, 23 Jul, 2018 at 7:29 AM
Updating Questions in an Existing Document
Under Manage>Content>Documents select a document. Once in the document identify which question you would like to edit and click the  icon ...
Wed, 10 Aug, 2016 at 8:55 AM
Adding Document Approvers
Document Approvers are individuals that review the document and any changes made to it, before it becomes active for live audits. Under Manage>Conte...
Tue, 24 Jul, 2018 at 11:39 AM