Document Settings

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

This menu displays all configurable settings for a given document. 

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

1. This document's unique ID.
2. The current status of this document. Active: The latest version of this document is active. Draft: This document is in revision mode, the latest edits to this document will be applied once the document is submitted. In Review: This document is awaiting approvals - more information on Document Approvers can be found here.  
3. The number of revisions made to this document. More information on Document Revisions can be found here. 
4. The date and time this document was last modified.
5. A document is published once it is submitted. Un-publishing a document will make this document unavailable for scheduling and unscheduled ad hoc assessments. 
6. Delete this document from the Document Library.
7. The title of this document and the default title of assessments using this document.
8. This document's Location Scope which determines the eligible locations on the Org Tree where assessments using this document can be scheduled and/or conducted in an unscheduled ad hoc assessment. To change the scope, click on Locations and select locations from the Org Tree to include within this document's scope.
9. The types of Org Tree locations (tiers) this document can be applied to in an assessment (e.g., Site, Area, Workcenter, Station).
10. If enabled, select a user (with the Responsible Party role enabled) to be assigned to findings from assessments using this document. This user will only become the Responsible Party if the failed question's Alternate Responsible Party is set to None.

Scroll down the page to access the Settings section of this page. Use the toggle to enable/disable each setting.

11. When a question in the assessment fails, the assessor must add comments.

12. If enabled, the assessor can associate the assessment to specific Operators (users with the Operator role enabled). More information on the Operator role can be found here. 

13. The list of eligible Operators to associate to the assessment will be restricted to the site of the assessment.

14. If enabled, assessors can change the location of the assessment before starting.

15. If enabled, assessors can change their associated shift before starting.

16. If enabled, the Approving Party for findings from this document will default to the assessor. This setting will go into effect only if the finding's selected Urgency Level has Additional Approval enabled. More information on Additional Approval for findings can be found here. 

17. If enabled, the assessor and/or associated Operator cannot be assigned as a finding's Responsible or Approving Party. 

18. By default, ad hoc assessments will be due on the next calendar day after they are started. If this setting is enabled, the assessor conducting an ad hoc assessment using this document can select a different due date.

Scroll down further to configure this document's Scheduling Maximum.

The Scheduling Maximum controls the number of times this document can be scheduled as an assessment per a specified time period.

For LPA documents, Scheduling Maximums are configured by layer. Only enabled layers are displayed. The specified time period set for each layer (per day, week, month, etc) is set within each layer's settings in the Organization section, more information on Layers can be found here. 

Click on one of the layers to configure the Scheduling Maximum.

The description under the layer's name details the specific repeat frequency for this layer.

Under Scheduling Maximum, input a numerical value that determines how often this document can be scheduled per the layer's repeat frequency. For example, the above image displays a Scheduling Maximum of 1 for the weekly L2 layer, meaning only one assessment (total) using this document can be scheduled per week to L2 users.

Use the blue toggle to enable/disable this layer for this document. For example, if an LPA document is only intended for L1 and L2 users, disabling the L3 Scheduling Maximum would not allow L3 users to be scheduled this document for assessments.

For non-LPA documents, there is only single, non-layered Scheduling Maximum.

The repeat frequency for this Scheduling Maximum is set when creating a schedule using this document. For example, a weekly Environmental Inspection (above) schedule with a Scheduling Maximum of 20 allows for a maximum of 20 Environmental Inspections per week. 

To remove the Scheduling Maximum setting for a document, leave the text box blank. This means there is no limit to the amount of assessments that can be scheduled per a specified time period.

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.