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...
Wed, 15 Feb, 2017 at 10:41 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 illus...
Fri, 1 Jul, 2016 at 10:18 AM
Response Options
Point Value Allows an auditor to score the question based on a defined set of points. Point Value - The maximum ...
Fri, 1 Jul, 2016 at 10:22 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 - C...
Wed, 13 Jul, 2016 at 2:36 PM
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. W...
Fri, 1 Jul, 2016 at 10:26 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...
Mon, 12 Jun, 2017 at 4:29 PM
Document Settings
There are several settings available for configuration of a document. Document Name - Description or Title Locations - Defines the scope of t...
Tue, 7 Nov, 2017 at 5:04 PM
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...
Tue, 17 Apr, 2018 at 9:44 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>...
Wed, 2 Nov, 2016 at 2:00 PM