| Available In |
|---|
| Corporate Edition |
| Enterprise Edition |
Document Management
MAIN MENU > Document > Documents
The Document Management feature allows employees and supervisors to post documents and make them available to other employees. Each employee has a document repository for personal or system documents and to track revisions. Examples of important documents are company-wide policy guides, employee handbook, or a benefits plan guide. In addition, documents can be created and saved as templates to be used by other employees in the future for creating standardized documents.
To store a document, do the following:
- Click Document, then Documents in the main menu.
- Click New in the button bar to add a new document or Edit to revise an existing document.
- Complete the fields.
- Click Save in the button bar to store the document.
| Document Tab |
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| FIELD | DESCRIPTION |
|---|
| Status | Select the status of the document from the drop-down box.| STATUS | DESCRIPTION |
|---|
| Active | The document is active and currently up to date. | | Draft | The document is preliminary and not ready for distribution. | | FAQ | The document is in the Frequently Asked Questions format. | | Procedure/Policy | The document is a procedure or policy document. | | Under Review | The document is in review and not approved for distribution. | | Pending | The document is in on hold for some reason. | | Expired | The document is no longer relevant. |
|
| | Name | Enter a name for the document. | | Revision | Enter a revision number, such as 1.0. This field will automatically increase each time the document is revised. | | File | Click the Choose File Button to select a document from the computer and upload it to TimeTrex. | | Group | Select a group for the document from the drop-down box. | | Template | Check the box if the document is to be used as a template. | | Private | Check the box if the document is private and to be viewed by only those employees with the appropriate permissions. | | Description | Enter a description for the document. | | Tags | Enter relevant tags that describe the document. |
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Revision Tab
After a document has be uploaded, it may need revisions in the future. Make any necessary changes on this tab, which contains the same fields as the Document tab except for the Revision and File fields. Refer to the Document tab for information about each field.
NOTE: By default, the latest version is downloaded when an employee selects a document.