Document Settings

Modified on Fri, 27 Jan 2023 at 07:38 AM

To access a document's settings, navigate to Library > Documents, and select a document from the Document Library. Within this document, navigate to the Settings tab near the top of the menu.

This menu displays all alterable settings for a given document. 

In the first section of this page, the document's Details are shown.

1 - The current status of this document within the system.

2 - This number totals the amount of changes and edits made to this document. 

3 - The date this document was last modified. 

4 - A document is published once Submit is selected. Deselecting Publish Document will hide this document from the available documents to be audited.  

5 - Delete the document from the Document Library.

6 - The title of this document. 

7 - This document's scope. To change the scope, select this option and a new menu will appear that displays the site's Org Tree. Choose the scope desired and select Save.

8 - The organizational levels this document is applicable. To change this document's organization tiers, select this option and in the new menu provided, choose all desired organization tiers and click Save

9 - The responsible party assigned to this document. If enabled, select a user to become the Responsible Party for this document. 

Scroll down the page to access the Settings section of this page. Use the toggle to enable each of these settings.

10 - When an audit question fails, the auditor must add comments.

11 - Auditors can change the location of their audit before starting an audit.

12 - Auditors can change the associated shift before starting an audit.

13 - EASE will automatically assign the auditor as the finding approving party.

Scroll down further to access the document's Scheduling Maximum.

All enabled layers will be visible in this menu. The amount of audits per day determines how often this audit document can be scheduled per day for each layer. 

To edit these settings, click on one of the layers.

The description under the layer's name details the original scheduling frequency for this layer. More information about Layers can be found here.

Input a numerical value into the Scheduling Maximum that determines how many times this audit document can be scheduled per the layer frequency (i.e. day, week, month). Use the toggle to enable the selected layer for this document. 

If any changes have been made to this document, the Save option at the bottom of the screen will be enabled to save all changes made to this document. To delete all recent changes to this document, select Cancel

To return to this document's original settings, select Restore Default Settings.

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