In this submodule you will find a consolidated view of all the documents or warranties registered in other platform modules. You can also add, edit and link assets, Inhouse Personnel and third parties to each one of the documents or warranties registered in the platform’s document management modules.
How to add a warranty or document ?
To add a new warranty or document from the document management submodule, click on the add symbol at the lower right of the platform.
The system will open a new window where you can add the general information corresponding to the document you want to add.
The information to fill in is as follows:
Name: Name given to the document or warranty that you want to register.
Description: Description of the document or warranty that is referenced.
Group: List of groups that the document or warranty belongs to.
Version: Version number of the document or warranty in question.
Dates: Start and end dates corresponding to the validity of the document or warranty in question.
ISO Code: ISO code of the document or warranty.
Author: Author of the document or warranty.
Warranty: When activating this field, the system will recognize the document as a warranty. Otherwise, the system will consider it a document.
Once all the information has been filled in, click on save.
Once the document or warranty has been saved, it should be linked to the corresponding asset, third party or Inhouse Personnel (attachments can also be added). To do this, click on the corresponding tab and then click on the add symbol at the lower right of the window.
The system will open a new window with a list of available assets, inhouse personnel or third parties to link to the document. Then just select and link the document and click on save.
How to edit a warranty or document ?
To edit a warranty or document, select it and the system will show the options to edit or delete.
If you click on the edit option, the system will open a new window where you can make all the necessary changes. Then remember to click on save.
