Documents

Documents in safer.plus are managed through the Processes module, allowing for consistent version control and distribution.

Documents

Documents are simply a different type of Process item. These include Policies, Forms and other types that do not require a Risk Assessment.

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Creating Documents

1. Navigate to Processes
2. Click "New Process"
3. Select a document type (Policy, Form, etc.)
4. Create your content using the editor
5. Save as draft or submit for approval

Document Status

The status follows the Version Control system:

• Draft: Document is in progress
• Approved: Document is the current main version

Document Types

Common document types include:

• Policies
• Forms
• Manuals
• Reports
• Templates
• Certificates

Document vs Process

While regular processes require risk assessments and work instructions, documents do not. This makes them ideal for policies, forms, and other content that doesn't involve operational risks.

Version Control

Like all items in the Processes module, documents use the existing Version Control system.

Automatic Version Control

Automatic Veresion Control only works with documents created using the Content Editor.

When the user uploads documents (like .docx and .pdf files) they must include the version number and code manually.

Best Practices

• Use clear naming conventions
• Keep documents up to date
• Review regularly
• Use the Content Editor to build policies, forms and information documents to leverage the Version Control System.

Related Pages

• Processes
• Version Control
• Risk Assessments

Support

For assistance with document management, contact [email protected].