When adding a new Document, the first screen you'll fill out is the Document Detail screen. Enter in a Name, Description, and choose a Category. Note: A category must be created before you can create a document.
The next item is for sharing a document across a server. If you are one of multiple locations within the same company that uses L2L, you have the ability to share documents across sites, provided all of those sites are on the same server. To read more about how that works, see Sharing Documents Across Sites within the same Server.
The next section is for linking documents to events. The top section 'Link this document to' makes the document available in the documents library using the add/remove button on the Dispatch. The bottom section automatically attaches to Dispatches using the criteria you've set. For more on how these sections work, please see Match Any vs. Match All.
- Note: The drop down lists turn grey when clicked on. To remove the selection, simply click it again. Use the filter to narrow your search. Use the checkmark when you've narrowed your results and want to select them all, or if you want to select the entire dropdown list. The X button will remove your selections. To see the items selected from the list without scrolling through the list, Save any changes on the Edit Document Detail screen and return to the view version of the Document Detail screen; all items selected from the dropdown should be listed in this version of the screen:
Click ‘Save & Create Revision’. This will take you to the Document Update screen.
If you've already created the document, there is another set of features.
Associated Active Skills will show you any skills that this document is attached to.
Revision Changes will show you the most recent revisions' comments on changes made or if a document is pending approval/publishing.
History will give you the last updated, created on and published on dates and user that made the changes.
Buttons: Edit, Cancel, Create Revision, View Associations.
Checklist Only Buttons: View Template, Fill Out New Checklist: allows you to fill out a checklist unrelated to an event, View Open/Closed Checklists: Allows you to view checklists that are in process or completed, Copy Checklist: You can copy the checklist, change the name of the new one and add or delete tasks as needed.