Document Register Masterfiles

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Document Register Masterfiles

Overview

This application allows you to create new departments as well as delete or amend existing departments.  You can also link administrators to each department who will be responsible for the documentation.  This step has to be completed before any of the other applications will be available for use.

 

Function

Departments tab

When the application is opened you can either select an existing department using the picker or create a new department by clicking on the button.

 

Enter the Department Code and Department Name and click on the button to save.

 

Admin Department Links tab

The Admin Department Links tab allows you to link Employees to Departments.

 

Use the department picker to select the department you wish to edit.  All the created departments will be available for selection.

After selecting a department, all the available employees will be displayed on the left.

The grid on the right will display all the employees already linked to the chosen department.

To add or remove linked administrators click on the button.

Double click on the employee name in the left grid to add them as an administrator or double click on the employee name in the right grid to remove them as an administrator.

 

 

You can search for a specific employee using the search box below the grid:

 

Once you have completed the amendments, click on the button to save the changes.  You will receive the following information message:

 

Document Types tab

The Document Types tab allows you to maintain all the document types which can be uploaded.

 

New document types can be added by clicking on the button and entering the Document Type Code and Document Type Name.  Specify whether this document type has to route for approval by clicking on the tick box.  Click on the button to save.  You will receive the following information message:

 

Existing document types can be amended or deleted.  If there are any documents linked to a document type, you will not be able to delete it.