Help · Documents and sessions · Supervisors and above

Issue a document to read and sign

A manual revision, a bulletin or a policy goes out to the people it applies to with a due date; the register shows who has and has not acknowledged it.

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Steps

  1. Open Training program, Read and sign, then Issue a document. In the app: /admin/documents
  2. Upload the PDF or write the notice, pick the roles and shops, set the due date.
  3. People see it on their Read and sign page with reminders; the register (TN-RS-01) prints the acknowledgements and the outstanding names. In the app: /documents
  4. A new revision supersedes the old one and is acknowledged again.

Also in Documents and sessions

Inside the product the same answer is one click away: the compass button in the corner of every page (Compass, or whatever your shop named it) finds this article and opens the page it names. Still stuck? Write to support; business days, one business day to answer.